Advisory Services Network’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Advisory Services Network’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 Q1	$447K	Buy	5,883 +63	+1%	+$4.86K	0.01%	1359
2025 Q4	$419K	Sell	5,820 -219	-4%	-$15.9K	0.01%	1303
2025 Q3	$444K	Sell	6,039 -357	-6%	-$25.2K	0.01%	1256
2025 Q2	$435K	Sell	6,396 -4,147	-39%	-$264K	0.01%	1225
2025 Q1	$662K	Sell	10,543 -1,471	-12%	-$96.8K	0.01%	930
2024 Q4	$794K	Buy	12,014 +8,357	+229%	+$574K	0.01%	839
2024 Q3	$220K	Hold	3,657	–	–	﹤0.01%	1342
2024 Q2	$220K	Buy	+3,657	New	+$218K	﹤0.01%	1342
2023 Q2	–	Sell	-76	Closed	-$3.5K	–	3695
2023 Q1	$3.5K	Buy	76 +1	+1%	+$48	﹤0.01%	3266
2022 Q4	$3.55K	Buy	+75	New	+$3.63K	﹤0.01%	3240

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Services Network's XSMO Position: Q1 2026 in Review

Advisory Services Network increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.1% in Q1 2026, buying an estimated $4.86K and bringing the position to 5,883 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #1359.

Advisory Services Network first reported a position in XSMO in Q4 2022 and has held it in 10 quarters since. The position peaked at $794K in Q4 2024. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Advisory Services Network held 5,883 shares of Invesco S&P SmallCap Momentum ETF worth $447K as of Q1 2026.
Advisory Services Network bought 63 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $4.86K.
Invesco S&P SmallCap Momentum ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1359 holding.
Advisory Services Network first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2022 and has held it in 10 quarters since.
Advisory Services Network's Invesco S&P SmallCap Momentum ETF position peaked at $794K in Q4 2024.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.