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Planning Strategies Inc.’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Planning Strategies Inc.’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 		$44.1K Buy
+471
New +$40.6K 0.03% 168

Other funds holding XSMO

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $177M AUM 22.36% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Planning Strategies Inc.'s XSMO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 471 shares worth $44.1K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings.

113 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Planning Strategies Inc. held 471 shares of Invesco S&P SmallCap Momentum ETF worth $44.1K as of Q2 2026.
  • Invesco S&P SmallCap Momentum ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Invesco S&P SmallCap Momentum ETF made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #168 holding.
  • 113 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.