Spire Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Spire Wealth Management’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	$59.9K	Buy	640 +585	+1,064%	+$50.4K	﹤0.01%	1130
2026 Q1	$4.18K	Hold	55	–	–	﹤0.01%	1883
2025 Q4	$3.96K	Hold	55	–	–	﹤0.01%	1960
2025 Q3	$4.05K	Hold	55	–	–	﹤0.01%	2011
2025 Q2	$3.74K	Hold	55	–	–	﹤0.01%	2031
2025 Q1	$3.45K	Hold	55	–	–	﹤0.01%	2153
2024 Q4	$3.64K	Hold	55	–	–	﹤0.01%	2127
2024 Q3	$3.64K	Hold	55	–	–	﹤0.01%	1891
2024 Q2	$3.3K	Hold	55	–	–	﹤0.01%	1918
2024 Q1	$3.32K	Hold	55	–	–	﹤0.01%	2007
2023 Q4	$3.06K	Hold	55	–	–	﹤0.01%	2062
2023 Q3	$2.67K	Hold	55	–	–	﹤0.01%	2071
2023 Q2	$2.67K	Hold	55	–	–	﹤0.01%	2144
2023 Q1	$2.55K	Hold	55	–	–	﹤0.01%	2210
2022 Q4	$3K	Hold	55	–	–	﹤0.01%	2001
2022 Q3	$2K	Hold	55	–	–	﹤0.01%	2012
2022 Q2	$2K	Hold	55	–	–	﹤0.01%	2412
2022 Q1	$3K	Hold	55	–	–	﹤0.01%	2356
2021 Q4	$3K	Hold	55	–	–	﹤0.01%	2732
2021 Q3	$3K	Hold	55	–	–	﹤0.01%	2424
2021 Q2	$3K	Hold	55	–	–	﹤0.01%	2442
2021 Q1	$3K	Buy	+55	New	+$2.88K	﹤0.01%	2788

Other funds holding XSMO

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Spire Wealth Management's XSMO Position: Q2 2026 in Review

Spire Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1,064% in Q2 2026, buying an estimated $50.4K and bringing the position to 640 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Spire Wealth Management first reported a position in XSMO in Q1 2021 and has held it in 22 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Spire Wealth Management held 640 shares of Invesco S&P SmallCap Momentum ETF worth $59.9K as of Q2 2026.
Spire Wealth Management bought 585 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $50.4K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1130 holding.
Spire Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2021 and has held it in 22 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.