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

Urban Wealth Management’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 		$220K Buy
+2,346
New +$202K 0.19% 100

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
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
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
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

Urban Wealth Management's XSMO Position: Q2 2026 in Review

Urban Wealth Management opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 2,346 shares worth $220K. The stake represents 0.19% of the portfolio and ranks #100 among its holdings.

147 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Urban Wealth Management held 2,346 shares of Invesco S&P SmallCap Momentum ETF worth $220K as of Q2 2026.
  • Invesco S&P SmallCap Momentum ETF was a new Urban Wealth Management position in Q2 2026.
  • Invesco S&P SmallCap Momentum ETF made up 0.19% of Urban Wealth Management's portfolio in Q2 2026, its #100 holding.
  • 147 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.