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

Trust Company’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 		$1.55K Hold
19
– – ﹤0.01% 567
2026
Q2 		$1.78K Hold
19
– – ﹤0.01% 554
2026
Q1 		$1.45K Hold
19
– – ﹤0.01% 539
2025
Q4 		$1.37K Buy
+19
New +$1.38K ﹤0.01% 538

Other funds holding XSMO

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Trust Company's XSMO Position: Q3 2026 in Review

Trust Company held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q3 2026 at 19 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Trust Company first reported a position in XSMO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.78K in Q2 2026. 12 funds tracked by Wall St. Rank hold XSMO as of Q3 2026.

  • Trust Company held 19 shares of Invesco S&P SmallCap Momentum ETF worth $1.55K as of Q3 2026.
  • Trust Company left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q3 2026.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #567 holding.
  • Trust Company first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Invesco S&P SmallCap Momentum ETF position peaked at $1.78K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.