World Investment Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

World Investment Advisors’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	$403K	Sell	4,853 -86	-2%	-$7.41K	0.01%	1048
2026 Q1	$375K	Sell	4,939 -571	-10%	-$44.1K	0.01%	1136
2025 Q4	$397K	Buy	5,510 +2,058	+60%	+$150K	0.01%	1042
2025 Q3	$254K	Buy	3,452 +61	+2%	+$4.31K	0.01%	1068
2025 Q2	$231K	Sell	3,391 -69	-2%	-$4.4K	0.01%	1028
2025 Q1	$217K	Buy	+3,460	New	+$228K	0.01%	983
2024 Q4	–	Sell	-12,831	Closed	-$849K	–	1054
2024 Q3	$849K	Buy	+12,831	New	+$817K	0.03%	465

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

World Investment Advisors's XSMO Position: Q2 2026 in Review

World Investment Advisors reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.7% in Q2 2026, selling an estimated $7.41K and leaving 4,853 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1048.

World Investment Advisors first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $849K in Q3 2024. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

World Investment Advisors held 4,853 shares of Invesco S&P SmallCap Momentum ETF worth $403K as of Q2 2026.
World Investment Advisors sold 86 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $7.41K.
Invesco S&P SmallCap Momentum ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1048 holding.
World Investment Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
World Investment Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $849K in Q3 2024.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.