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 Q2	$819K	Hold	8,745	–	–	0.16%	156
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 $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

Total Clarity Wealth Management's XSMO Position: Q2 2026 in Review

Total Clarity Wealth Management held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q2 2026 at 8,745 shares worth $819K. The position accounts for 0.16% of the portfolio, ranked #156.

Total Clarity Wealth Management first reported a position in XSMO in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.47M in Q3 2024. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Total Clarity Wealth Management held 8,745 shares of Invesco S&P SmallCap Momentum ETF worth $819K as of Q2 2026.
Total Clarity Wealth Management left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up 0.16% of Total Clarity Wealth Management's portfolio in Q2 2026, its #156 holding.
Total Clarity Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 5 quarters since.
Total Clarity Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $1.47M in Q3 2024.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.