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Strive Financial Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Strive Financial Group’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 		$7.87K Buy
84
+28
+50% +$2.41K ﹤0.01% 481
2026
Q1 		$4K Hold
56
– – ﹤0.01% 563
2025
Q4 		$4.03K Buy
+56
New +$4.08K ﹤0.01% 496

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

Strive Financial Group's XSMO Position: Q2 2026 in Review

Strive Financial Group increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 50% in Q2 2026, buying an estimated $2.41K and bringing the position to 84 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Strive Financial Group first reported a position in XSMO in Q4 2025 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Strive Financial Group held 84 shares of Invesco S&P SmallCap Momentum ETF worth $7.87K as of Q2 2026.
  • Strive Financial Group bought 28 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $2.41K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #481 holding.
  • Strive Financial Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.