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Trust Company of Toledo’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Trust Company of Toledo’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 		$834K Sell
8,909
-2,530
-22% -$218K 0.07% 193
2026
Q1 		$870K Buy
11,439
+451
+4% +$34.8K 0.08% 186
2025
Q4 		$791K Buy
10,988
+278
+3% +$20.2K 0.08% 183
2025
Q3 		$788K Buy
10,710
+640
+6% +$45.2K 0.08% 182
2025
Q2 		$685K Buy
+10,070
New +$642K 0.08% 183

Other funds holding XSMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWA
River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Trust Company of Toledo's XSMO Position: Q2 2026 in Review

Trust Company of Toledo reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 22% in Q2 2026, selling an estimated $218K and leaving 8,909 shares worth $834K. The position accounts for 0.07% of the portfolio, ranked #193.

Trust Company of Toledo first reported a position in XSMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $870K in Q1 2026. 173 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Trust Company of Toledo held 8,909 shares of Invesco S&P SmallCap Momentum ETF worth $834K as of Q2 2026.
  • Trust Company of Toledo sold 2,530 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $218K.
  • Invesco S&P SmallCap Momentum ETF made up 0.07% of Trust Company of Toledo's portfolio in Q2 2026, its #193 holding.
  • Trust Company of Toledo first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • Trust Company of Toledo's Invesco S&P SmallCap Momentum ETF position peaked at $870K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.