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Wealthcare Advisory Partners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Wealthcare Advisory Partners’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
2025
Q3 		– Sell
-9,591
Closed -$652K – 1062
2025
Q2 		$652K Buy
+9,591
New +$612K 0.01% 578
2021
Q2 		– Sell
-491
Closed -$26K – 1911
2021
Q1 		$26K Buy
+491
New +$25.7K ﹤0.01% 1111

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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 $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthcare Advisory Partners's XSMO Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2025, closing a stake of 9,591 shares — an estimated $652K sold.

Wealthcare Advisory Partners first reported a position in XSMO in Q1 2021 and held it in 2 quarters. The position peaked at $652K in Q2 2025. 251 funds tracked by Wall St. Rank hold XSMO as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 9,591 Invesco S&P SmallCap Momentum ETF shares in Q3 2025, an estimated $652K.
  • Wealthcare Advisory Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2021 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Invesco S&P SmallCap Momentum ETF position peaked at $652K in Q2 2025.
  • 251 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.