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

Wealth Alliance’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 		$280K Buy
3,678
+298
+9% +$23K 0.03% 453
2025
Q4 		$243K Buy
3,380
+8
+0.2% +$582 0.02% 492
2025
Q3 		$248K Sell
3,372
-1,192
-26% -$84.3K 0.03% 479
2025
Q2 		$310K Buy
4,564
+312
+7% +$19.9K 0.03% 397
2025
Q1 		$267K Sell
4,252
-2,631
-38% -$173K 0.03% 426
2024
Q4 		$455K Buy
6,883
+2,783
+68% +$191K 0.05% 278
2024
Q3 		$271K Buy
+4,100
New +$261K 0.03% 420

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Alliance's XSMO Position: Q1 2026 in Review

Wealth Alliance increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 8.8% in Q1 2026, buying an estimated $23K and bringing the position to 3,678 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #453.

Wealth Alliance first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $455K in Q4 2024. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Wealth Alliance held 3,678 shares of Invesco S&P SmallCap Momentum ETF worth $280K as of Q1 2026.
  • Wealth Alliance bought 298 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $23K.
  • Invesco S&P SmallCap Momentum ETF made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #453 holding.
  • Wealth Alliance first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
  • Wealth Alliance's Invesco S&P SmallCap Momentum ETF position peaked at $455K in Q4 2024.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.