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

Accel 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	$2.1M	Buy	22,454 +1,502	+7%	+$129K	0.47%	49
2026 Q1	$1.59M	Buy	20,952 +326	+2%	+$25.2K	0.42%	61
2025 Q4	$1.49M	Sell	20,626 -65	-0.3%	-$4.73K	0.41%	62
2025 Q3	$1.52M	Sell	20,691 -4,159	-17%	-$294K	0.44%	59
2025 Q2	$1.69M	Buy	24,850 +850	+4%	+$54.2K	0.56%	51
2025 Q1	$1.51M	Buy	24,000 +4,207	+21%	+$277K	0.54%	50
2024 Q4	$1.31M	Buy	19,793 +3,368	+21%	+$232K	0.5%	57
2024 Q3	$1.09M	Buy	16,425 +889	+6%	+$56.6K	0.4%	63
2024 Q2	$933K	Buy	15,536 +681	+5%	+$40.6K	0.37%	70
2024 Q1	$896K	Buy	+14,855	New	+$848K	0.38%	69

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 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

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

FPGK

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

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

Accel Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 7.2% in Q2 2026, buying an estimated $129K and bringing the position to 22,454 shares worth $2.1M. The position accounts for 0.47% of the portfolio, ranked #49.

Accel Wealth Management first reported a position in XSMO in Q1 2024 and has held it in 10 quarters since. 124 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Accel Wealth Management held 22,454 shares of Invesco S&P SmallCap Momentum ETF worth $2.1M as of Q2 2026.
Accel Wealth Management bought 1,502 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $129K.
Invesco S&P SmallCap Momentum ETF made up 0.47% of Accel Wealth Management's portfolio in Q2 2026, its #49 holding.
Accel Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2024 and has held it in 10 quarters since.
124 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

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