Wealthcare Capital Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Wealthcare Capital 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 Q2	$382K	Buy	4,085 +59	+1%	+$5.08K	0.04%	74
2026 Q1	$306K	Sell	4,026 -9,165	-69%	-$707K	0.03%	79
2025 Q4	$950K	Sell	13,191 -828	-6%	-$60.3K	0.09%	36
2025 Q3	$1.03M	Sell	14,019 -217	-2%	-$15.3K	0.1%	35
2025 Q2	$968K	Buy	+14,236	New	+$908K	0.1%	34

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wealthcare Capital Management's XSMO Position: Q2 2026 in Review

Wealthcare Capital Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.5% in Q2 2026, buying an estimated $5.08K and bringing the position to 4,085 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #74.

Wealthcare Capital Management first reported a position in XSMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q3 2025. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Wealthcare Capital Management held 4,085 shares of Invesco S&P SmallCap Momentum ETF worth $382K as of Q2 2026.
Wealthcare Capital Management bought 59 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $5.08K.
Invesco S&P SmallCap Momentum ETF made up 0.04% of Wealthcare Capital Management's portfolio in Q2 2026, its #74 holding.
Wealthcare Capital Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
Wealthcare Capital Management's Invesco S&P SmallCap Momentum ETF position peaked at $1.03M in Q3 2025.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.