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

Westco 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	$438K	Sell	4,674 -20	-0.4%	-$1.72K	0.26%	62
2026 Q1	$357K	Sell	4,694 -63	-1%	-$4.86K	0.23%	71
2025 Q4	$343K	Buy	+4,757	New	+$346K	0.21%	68

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

Westco Advisory Services's XSMO Position: Q2 2026 in Review

Westco Advisory Services reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.43% in Q2 2026, selling an estimated $1.72K and leaving 4,674 shares worth $438K. The position accounts for 0.26% of the portfolio, ranked #62.

Westco Advisory Services first reported a position in XSMO in Q4 2025 and has held it in 3 quarters since. 319 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Westco Advisory Services held 4,674 shares of Invesco S&P SmallCap Momentum ETF worth $438K as of Q2 2026.
Westco Advisory Services sold 20 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $1.72K.
Invesco S&P SmallCap Momentum ETF made up 0.26% of Westco Advisory Services's portfolio in Q2 2026, its #62 holding.
Westco Advisory Services first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
319 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.