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Aldebaran Financial’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Aldebaran Financial’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 		$1.48M Buy
19,453
+2,514
+15% +$194K 1.4% 19
2025
Q4 		$1.24M Buy
16,939
+4,344
+34% +$316K 1.15% 20
2025
Q3 		$927K Buy
12,595
+1,910
+18% +$135K 0.93% 26
2025
Q2 		$727K Sell
10,685
-185
-2% -$11.8K 0.8% 30
2025
Q1 		$682K Buy
10,870
+1,095
+11% +$72K 0.83% 30
2024
Q4 		$645K Buy
9,775
+1,964
+25% +$135K 0.75% 37
2024
Q3 		$517K Buy
+7,811
New +$497K 0.61% 40

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aldebaran Financial's XSMO Position: Q1 2026 in Review

Aldebaran Financial increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 15% in Q1 2026, buying an estimated $194K and bringing the position to 19,453 shares worth $1.48M. The position accounts for 1.4% of the portfolio, ranked #19.

Aldebaran Financial first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Aldebaran Financial held 19,453 shares of Invesco S&P SmallCap Momentum ETF worth $1.48M as of Q1 2026.
  • Aldebaran Financial bought 2,514 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $194K.
  • Invesco S&P SmallCap Momentum ETF made up 1.4% of Aldebaran Financial's portfolio in Q1 2026, its #19 holding.
  • Aldebaran Financial first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.