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TruWealth Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

TruWealth Advisors’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 		$269K Buy
3,532
+396
+13% +$30.6K 0.01% 155
2025
Q4 		$226K Buy
3,136
+1
+0% +$73 0.01% 170
2025
Q3 		$231K Buy
3,135
+1
+0% +$71 0.01% 170
2025
Q2 		$213K Buy
+3,134
New +$200K 0.01% 169

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TruWealth Advisors's XSMO Position: Q1 2026 in Review

TruWealth Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 13% in Q1 2026, buying an estimated $30.6K and bringing the position to 3,532 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #155.

TruWealth Advisors first reported a position in XSMO in Q2 2025 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • TruWealth Advisors held 3,532 shares of Invesco S&P SmallCap Momentum ETF worth $269K as of Q1 2026.
  • TruWealth Advisors bought 396 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $30.6K.
  • Invesco S&P SmallCap Momentum ETF made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #155 holding.
  • TruWealth Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 297 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.