AE Wealth Management
XSMO icon

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

AE 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 		$3.49M Buy
42,823
+6,238
+17% +$538K 0.02% 537
2026
Q2 		$3.43M Buy
36,585
+3,219
+10% +$277K 0.02% 524
2026
Q1 		$2.54M Buy
33,366
+31,318
+1,529% +$2.42M 0.01% 578
2025
Q4 		$147K Buy
2,048
+86
+4% +$6.26K ﹤0.01% 1589
2025
Q3 		$144K Hold
1,962
– – ﹤0.01% 1475
2025
Q2 		$133K Buy
1,962
+31
+2% +$1.98K ﹤0.01% 1405
2025
Q1 		$121K Buy
1,931
+86
+5% +$5.66K ﹤0.01% 1396
2024
Q4 		$122K Buy
+1,845
New +$127K ﹤0.01% 1387
2023
Q2 		– Sell
-36,868
Closed -$1.71M – 2063
2023
Q1 		$1.71M Sell
36,868
-6,169
-14% -$295K 0.01% 856
2022
Q4 		$2.03M Buy
+43,037
New +$2.09M 0.01% 743

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

AE Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 17% in Q3 2026, buying an estimated $538K and bringing the position to 42,823 shares worth $3.49M. The position accounts for 0.02% of the portfolio, ranked #537.

AE Wealth Management first reported a position in XSMO in Q4 2022 and has held it in 10 quarters since. 294 funds tracked by Wall St. Rank hold XSMO as of Q3 2026.

  • AE Wealth Management held 42,823 shares of Invesco S&P SmallCap Momentum ETF worth $3.49M as of Q3 2026.
  • AE Wealth Management bought 6,238 Invesco S&P SmallCap Momentum ETF shares in Q3 2026, an estimated $538K.
  • Invesco S&P SmallCap Momentum ETF made up 0.02% of AE Wealth Management's portfolio in Q3 2026, its #537 holding.
  • AE Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2022 and has held it in 10 quarters since.
  • 294 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.