Abel Hall LLC’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Abel Hall LLC’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	$229K	Buy	+2,447	New	+$211K	0.04%	641

Other funds holding XSMO

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Clark Wealth Partners O'fallon, Illinois $177M AUM 22.36% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Abel Hall LLC's XSMO Position: Q2 2026 in Review

Abel Hall LLC opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 2,447 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #641 among its holdings.

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

Abel Hall LLC held 2,447 shares of Invesco S&P SmallCap Momentum ETF worth $229K as of Q2 2026.
Invesco S&P SmallCap Momentum ETF was a new Abel Hall LLC position in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up 0.04% of Abel Hall LLC's portfolio in Q2 2026, its #641 holding.
124 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.