Sound Income Strategies’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Sound Income Strategies’s Portfolio XSMO Stock Details XSMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.4M	Buy	175,245 +22,823	+15%	+$1.97M	0.74%	47
2026 Q1	$11.7M	Buy	152,422 +24,757	+19%	+$1.91M	0.57%	65
2025 Q4	$9.88M	Buy	127,665 +52,897	+71%	+$3.85M	0.47%	67
2025 Q3	$5.43M	Buy	74,768 +32,851	+78%	+$2.32M	0.3%	91
2025 Q2	$2.85M	Buy	41,917 +27,526	+191%	+$1.76M	0.16%	110
2025 Q1	$903K	Buy	+14,391	New	+$947K	0.05%	156

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RWA

River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return

Sound Income Strategies's XSMO Position: Q2 2026 in Review

Sound Income Strategies increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 15% in Q2 2026, buying an estimated $1.97M and bringing the position to 175,245 shares worth $16.4M. The position accounts for 0.74% of the portfolio, ranked #47.

Sound Income Strategies first reported a position in XSMO in Q1 2025 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Sound Income Strategies held 175,245 shares of Invesco S&P SmallCap Momentum ETF worth $16.4M as of Q2 2026.
Sound Income Strategies bought 22,823 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $1.97M.
Invesco S&P SmallCap Momentum ETF made up 0.74% of Sound Income Strategies's portfolio in Q2 2026, its #47 holding.
Sound Income Strategies first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
245 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.