MFG Investments, LLC’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

MFG Investments, LLC’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 Q3	$2.11M	Buy	+25,824	New	+$2.23M	2.27%	12

Other funds holding XSMO

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Markowski Investments Tampa, Florida $448M AUM

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

MFG Investments, LLC's XSMO Position: Q3 2026 in Review

MFG Investments, LLC opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2026: 25,824 shares worth $2.11M. The stake represents 2.27% of the portfolio and ranks #12 among its holdings.

128 funds tracked by Wall St. Rank hold XSMO as of Q3 2026.

MFG Investments, LLC held 25,824 shares of Invesco S&P SmallCap Momentum ETF worth $2.11M as of Q3 2026.
Invesco S&P SmallCap Momentum ETF was a new MFG Investments, LLC position in Q3 2026.
Invesco S&P SmallCap Momentum ETF made up 2.27% of MFG Investments, LLC's portfolio in Q3 2026, its #12 holding.
128 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on MFG Investments, LLC's 13F filing for Q3 2026, filed 30 Oct 2026.