Unique Wealth’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Unique Wealth’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	$1.04M	Sell	11,153 -839	-7%	-$72.3K	0.12%	91
2026 Q1	$912K	Buy	11,992 +651	+6%	+$50.2K	0.13%	90
2025 Q4	$817K	Buy	11,341 +29	+0.3%	+$2.11K	0.11%	102
2025 Q3	$832K	Buy	11,312 +3,047	+37%	+$215K	0.12%	96
2025 Q2	$562K	Buy	8,265 +3,747	+83%	+$239K	0.09%	106
2025 Q1	$284K	Buy	+4,518	New	+$297K	0.05%	132

Other funds holding XSMO

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

CWP

Clark Wealth Partners O'fallon, Illinois $177M AUM 22.36% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Unique Wealth's XSMO Position: Q2 2026 in Review

Unique Wealth reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 7% in Q2 2026, selling an estimated $72.3K and leaving 11,153 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #91.

Unique Wealth first reported a position in XSMO in Q1 2025 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Unique Wealth held 11,153 shares of Invesco S&P SmallCap Momentum ETF worth $1.04M as of Q2 2026.
Unique Wealth sold 839 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $72.3K.
Invesco S&P SmallCap Momentum ETF made up 0.12% of Unique Wealth's portfolio in Q2 2026, its #91 holding.
Unique Wealth first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
124 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.