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

Abound 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 Q2	$9.09K	Hold	97	–	–	﹤0.01%	484
2026 Q1	$7.38K	Hold	97	–	–	﹤0.01%	631
2025 Q4	$6.99K	Hold	97	–	–	﹤0.01%	580
2025 Q3	$7.15K	Hold	97	–	–	﹤0.01%	564
2025 Q2	$6.61K	Hold	97	–	–	﹤0.01%	517
2025 Q1	$6.08K	Hold	97	–	–	﹤0.01%	492
2024 Q4	$6.39K	Buy	97 +1	+1%	+$69	﹤0.01%	479
2024 Q3	$6.38K	Hold	96	–	–	﹤0.01%	497
2024 Q2	$5.78K	Hold	96	–	–	﹤0.01%	470
2024 Q1	$5.8K	Hold	96	–	–	﹤0.01%	485
2023 Q4	$5.44K	Hold	96	–	–	﹤0.01%	482
2023 Q3	$4.65K	Hold	96	–	–	﹤0.01%	478
2023 Q2	$4.64K	Buy	96 +1	+1%	+$46	﹤0.01%	501
2023 Q1	$4.42K	Hold	95	–	–	﹤0.01%	439
2022 Q4	$4.48K	Hold	95	–	–	﹤0.01%	370
2022 Q3	$4.1K	Buy	+95	New	+$4.48K	﹤0.01%	389

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

Abound Wealth Management's XSMO Position: Q2 2026 in Review

Abound Wealth Management held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q2 2026 at 97 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Abound Wealth Management first reported a position in XSMO in Q3 2022 and has held it in 16 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Abound Wealth Management held 97 shares of Invesco S&P SmallCap Momentum ETF worth $9.09K as of Q2 2026.
Abound Wealth Management left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #484 holding.
Abound Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2022 and has held it in 16 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.