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Virginia Estate & Retirement Planning Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Virginia Estate & Retirement Planning 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
Q2 		$2.73M Buy
+12,839
New +$1.11M 3.29% 8

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's XSMO Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 12,839 shares worth $2.73M. The stake represents 3.29% of the portfolio and ranks #8 among its holdings.

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

  • Virginia Estate & Retirement Planning Advisors held 12,839 shares of Invesco S&P SmallCap Momentum ETF worth $2.73M as of Q2 2026.
  • Invesco S&P SmallCap Momentum ETF was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
  • Invesco S&P SmallCap Momentum ETF made up 3.29% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #8 holding.
  • 315 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.