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Stratos Wealth Partners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Stratos Wealth Partners’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 		$564K Buy
6,019
+380
+7% +$32.7K 0.01% 1084
2026
Q1 		$429K Sell
5,639
-255
-4% -$19.7K ﹤0.01% 1129
2025
Q4 		$424K Sell
5,894
-652
-10% -$47.5K ﹤0.01% 1113
2025
Q3 		$482K Buy
6,546
+420
+7% +$29.7K 0.01% 1032
2025
Q2 		$417K Buy
6,126
+776
+15% +$49.5K 0.01% 993
2025
Q1 		$336K Sell
5,350
-84
-2% -$5.53K 0.01% 1039
2024
Q4 		$359K Sell
5,434
-615
-10% -$42.3K 0.01% 1069
2024
Q3 		$400K Buy
+6,049
New +$385K 0.01% 1015

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Stratos Wealth Partners's XSMO Position: Q2 2026 in Review

Stratos Wealth Partners increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 6.7% in Q2 2026, buying an estimated $32.7K and bringing the position to 6,019 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #1084.

Stratos Wealth Partners first reported a position in XSMO in Q3 2024 and has held it in 8 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Stratos Wealth Partners held 6,019 shares of Invesco S&P SmallCap Momentum ETF worth $564K as of Q2 2026.
  • Stratos Wealth Partners bought 380 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $32.7K.
  • Invesco S&P SmallCap Momentum ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1084 holding.
  • Stratos Wealth Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
  • 322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.