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Western Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Western Wealth 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
Q1 		$1.01M Sell
13,335
-4
-0% -$309 0.04% 434
2025
Q4 		$961K Buy
13,339
+232
+2% +$16.9K 0.04% 364
2025
Q3 		$964K Buy
13,107
+3
+0% +$212 0.05% 314
2025
Q2 		$891K Sell
13,104
-258
-2% -$16.5K 0.05% 299
2025
Q1 		$839K Buy
13,362
+134
+1% +$8.81K 0.06% 282
2024
Q4 		$875K Buy
13,228
+925
+8% +$63.6K 0.06% 268
2024
Q3 		$814K Sell
12,303
-228
-2% -$14.5K 0.05% 344
2024
Q2 		$753K Buy
12,531
+18
+0.1% +$1.07K 0.06% 278
2024
Q1 		$755K Buy
12,513
+160
+1% +$9.13K 0.06% 273
2023
Q4 		$700K Sell
12,353
-253
-2% -$12.7K 0.05% 339
2023
Q3 		$612K Sell
12,606
-147
-1% -$7.28K 0.05% 337
2023
Q2 		$618K Buy
12,753
+489
+4% +$22.4K 0.05% 333
2023
Q1 		$568K Buy
12,264
+4,086
+50% +$196K 0.05% 340
2022
Q4 		$386K Buy
+8,178
New +$396K 0.04% 401
2022
Q2 		– Sell
-6,418
Closed -$334K – 865
2022
Q1 		$334K Buy
6,418
+2,610
+69% +$135K 0.02% 640
2021
Q4 		$216K Buy
+3,808
New +$216K 0.02% 564
2021
Q2 		$222K Sell
4,018
-240
-6% -$12.5K 0.02% 576
2021
Q1 		$222K Sell
4,258
-404
-9% -$21.2K 0.03% 479
2020
Q4 		$221K Sell
4,662
-666
-13% -$29.4K 0.03% 426
2020
Q3 		$213K Sell
5,328
-488
-8% -$19.2K 0.03% 401
2020
Q2 		$210K Buy
+5,816
New +$193K 0.04% 384

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Western Wealth Management's XSMO Position: Q1 2026 in Review

Western Wealth Management reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.03% in Q1 2026, selling an estimated $309 and leaving 13,335 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #434.

Western Wealth Management first reported a position in XSMO in Q2 2020 and has held it in 21 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Western Wealth Management held 13,335 shares of Invesco S&P SmallCap Momentum ETF worth $1.01M as of Q1 2026.
  • Western Wealth Management sold 4 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $309.
  • Invesco S&P SmallCap Momentum ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #434 holding.
  • Western Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2020 and has held it in 21 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.