Accel Wealth Management
XSMO icon

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
Q3 		$2.12M Buy
26,018
+3,564
+16% +$307K 0.46% 52
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

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Seros Financial
Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return
Clark Wealth Partners
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
USAdvisors Wealth Management
USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Accel Wealth Management's XSMO Position: Q3 2026 in Review

Accel Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 16% in Q3 2026, buying an estimated $307K and bringing the position to 26,018 shares worth $2.12M. The position accounts for 0.46% of the portfolio, ranked #52.

Accel Wealth Management first reported a position in XSMO in Q1 2024 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold XSMO as of Q3 2026.

  • Accel Wealth Management held 26,018 shares of Invesco S&P SmallCap Momentum ETF worth $2.12M as of Q3 2026.
  • Accel Wealth Management bought 3,564 Invesco S&P SmallCap Momentum ETF shares in Q3 2026, an estimated $307K.
  • Invesco S&P SmallCap Momentum ETF made up 0.46% of Accel Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Accel Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2024 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.