Toth Financial Advisory’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Toth Financial Advisory’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	$19.6K	Buy	+240	New	+$20.7K	﹤0.01%	509

Other funds holding XSMO

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

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

Planning Strategies Lancaster, Pennsylvania $169M AUM

Toth Financial Advisory's XSMO Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2026: 240 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings.

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

Toth Financial Advisory held 240 shares of Invesco S&P SmallCap Momentum ETF worth $19.6K as of Q3 2026.
Invesco S&P SmallCap Momentum ETF was a new Toth Financial Advisory position in Q3 2026.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #509 holding.
12 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.