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

Total Clarity 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 Q1	$665K	Buy	+8,745	New	+$675K	0.16%	150
2025 Q2	–	Sell	-21,423	Closed	-$1.42M	–	348
2025 Q1	$1.42M	Hold	21,423	–	–	0.46%	58
2024 Q4	$1.42M	Sell	21,423 -775	-3%	-$53.3K	0.46%	58
2024 Q3	$1.47M	Buy	+22,198	New	+$1.41M	0.47%	56

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Total Clarity Wealth Management's XSMO Position: Q1 2026 in Review

Total Clarity Wealth Management opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2026: 8,745 shares worth $665K. The stake represents 0.16% of the portfolio and ranks #150 among its holdings. This is a return to the name: Total Clarity Wealth Management previously reported a position in XSMO as recently as Q1 2025.

Total Clarity Wealth Management first reported a position in XSMO in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.47M in Q3 2024. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Total Clarity Wealth Management held 8,745 shares of Invesco S&P SmallCap Momentum ETF worth $665K as of Q1 2026.
Invesco S&P SmallCap Momentum ETF was a new Total Clarity Wealth Management position in Q1 2026.
Invesco S&P SmallCap Momentum ETF made up 0.16% of Total Clarity Wealth Management's portfolio in Q1 2026, its #150 holding.
Total Clarity Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 4 quarters since.
Total Clarity Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $1.47M in Q3 2024.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.