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

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return