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 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 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 $691M AUM 14.96% 1-Year Est. Return

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

AE Wealth Management's XSMO Position: Q1 2026 in Review

AE Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1,529% in Q1 2026, buying an estimated $2.42M and bringing the position to 33,366 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #578.

AE Wealth Management first reported a position in XSMO in Q4 2022 and has held it in 8 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

AE Wealth Management held 33,366 shares of Invesco S&P SmallCap Momentum ETF worth $2.54M as of Q1 2026.
AE Wealth Management bought 31,318 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $2.42M.
Invesco S&P SmallCap Momentum ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #578 holding.
AE Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2022 and has held it in 8 quarters since.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.