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 Q2	$345K	Sell	3,680 -2,203	-37%	-$190K	﹤0.01%	1649
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 $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

Advisory Services Network's XSMO Position: Q2 2026 in Review

Advisory Services Network reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 37% in Q2 2026, selling an estimated $190K and leaving 3,680 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Advisory Services Network first reported a position in XSMO in Q4 2022 and has held it in 11 quarters since. The position peaked at $794K in Q4 2024. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Advisory Services Network held 3,680 shares of Invesco S&P SmallCap Momentum ETF worth $345K as of Q2 2026.
Advisory Services Network sold 2,203 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $190K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1649 holding.
Advisory Services Network first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2022 and has held it in 11 quarters since.
Advisory Services Network's Invesco S&P SmallCap Momentum ETF position peaked at $794K in Q4 2024.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.