Wealth Enhancement Advisory Services
XSMO icon

Wealth Enhancement Advisory Services’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.3M Sell
115,945
-14,028
-11% -$1.21M 0.02% 661
2026
Q1 		$10.1M Sell
129,973
-305,353
-70% -$23.6M 0.02% 576
2025
Q4 		$32.3M Sell
435,326
-6,803
-2% -$495K 0.04% 348
2025
Q3 		$32.2M Sell
442,129
-20,424
-4% -$1.44M 0.05% 323
2025
Q2 		$32.1M Buy
462,553
+163,428
+55% +$10.4M 0.05% 307
2025
Q1 		$18.8M Buy
299,125
+62,010
+26% +$4.08M 0.04% 414
2024
Q4 		$15.7M Buy
237,115
+27,797
+13% +$1.91M 0.03% 432
2024
Q3 		$13.9M Buy
209,318
+12,581
+6% +$801K 0.03% 435
2024
Q2 		$11.8M Buy
196,737
+25,515
+15% +$1.52M 0.03% 439
2024
Q1 		$10.3M Sell
171,222
-6,134
-3% -$350K 0.03% 462
2023
Q4 		$10M Buy
177,356
+26,191
+17% +$1.31M 0.03% 432
2023
Q3 		$7.33M Buy
151,165
+33,251
+28% +$1.65M 0.02% 481
2023
Q2 		$5.72M Sell
117,914
-5,071
-4% -$232K 0.06% 119
2023
Q1 		$5.7M Sell
122,985
-18,661
-13% -$893K 0.07% 127
2022
Q4 		$6.84M Buy
141,646
+5,759
+4% +$279K 0.09% 106
2022
Q3 		$6.16M Buy
135,887
+3,752
+3% +$177K 0.09% 108
2022
Q2 		$5.86M Buy
132,135
+18,723
+17% +$898K 0.08% 113
2022
Q1 		$5.88M Buy
113,412
+7,244
+7% +$375K 0.08% 124
2021
Q4 		$5.39M Buy
106,168
+3,675
+4% +$208K 0.08% 115
2021
Q3 		$5.74M Buy
102,493
+7,285
+8% +$386K 0.08% 100
2021
Q2 		$4.84M Buy
95,208
+3,119
+3% +$162K 0.08% 103
2021
Q1 		$4.85M Buy
+92,089
New +$4.82M 0.09% 98

Other funds holding XSMO

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's XSMO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 11% in Q2 2026, selling an estimated $1.21M and leaving 115,945 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #661.

Wealth Enhancement Advisory Services first reported a position in XSMO in Q1 2021 and has held it in 22 quarters since. The position peaked at $32.3M in Q4 2025. 42 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 115,945 shares of Invesco S&P SmallCap Momentum ETF worth $10.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 14,028 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $1.21M.
  • Invesco S&P SmallCap Momentum ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #661 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2021 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's Invesco S&P SmallCap Momentum ETF position peaked at $32.3M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.