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 Q2	$2.08M	Buy	22,216 +2,763	+14%	+$238K	1.69%	18
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 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

Aldebaran Financial's XSMO Position: Q2 2026 in Review

Aldebaran Financial increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 14% in Q2 2026, buying an estimated $238K and bringing the position to 22,216 shares worth $2.08M. The position accounts for 1.69% of the portfolio, ranked #18.

Aldebaran Financial first reported a position in XSMO in Q3 2024 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Aldebaran Financial held 22,216 shares of Invesco S&P SmallCap Momentum ETF worth $2.08M as of Q2 2026.
Aldebaran Financial bought 2,763 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $238K.
Invesco S&P SmallCap Momentum ETF made up 1.69% of Aldebaran Financial's portfolio in Q2 2026, its #18 holding.
Aldebaran Financial first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Aldebaran Financial's 13F filing for Q2 2026, filed 13 Aug 2026.