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

USAdvisors 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 Q1	$7.95M	Buy	108,147 +3,287	+3%	+$254K	2.64%	6
2025 Q4	$7.55M	Buy	104,860 +7,373	+8%	+$537K	2.49%	8
2025 Q3	$7.17M	Buy	97,487 +7,971	+9%	+$563K	2.47%	9
2025 Q2	$6.08M	Buy	89,516 +6,851	+8%	+$437K	2.26%	10
2025 Q1	$5.19M	Buy	82,665 +12,179	+17%	+$801K	1.81%	12
2024 Q4	$4.66M	Buy	70,486 +50,535	+253%	+$3.47M	1.51%	23
2024 Q3	$1.31M	Buy	19,951 +1,015	+5%	+$64.6K	0.46%	53
2024 Q2	$1.14M	Buy	18,936 +1,261	+7%	+$75.2K	0.4%	56
2024 Q1	$1.06M	Buy	+17,675	New	+$1.01M	0.4%	59

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

USAdvisors Wealth Management's XSMO Position: Q1 2026 in Review

USAdvisors Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 3.1% in Q1 2026, buying an estimated $254K and bringing the position to 108,147 shares worth $7.95M. The position accounts for 2.64% of the portfolio, ranked #6.

USAdvisors Wealth Management first reported a position in XSMO in Q1 2024 and has held it in 9 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

USAdvisors Wealth Management held 108,147 shares of Invesco S&P SmallCap Momentum ETF worth $7.95M as of Q1 2026.
USAdvisors Wealth Management bought 3,287 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $254K.
Invesco S&P SmallCap Momentum ETF made up 2.64% of USAdvisors Wealth Management's portfolio in Q1 2026, its #6 holding.
USAdvisors Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2024 and has held it in 9 quarters since.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.