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AmeriFlex Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

AmeriFlex Group’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 		$39.8K Buy
425
+160
+60% +$13.8K 0.02% 554
2026
Q1 		$20.1K Buy
265
+130
+96% +$10K 0.01% 607
2025
Q4 		$9.72K Buy
135
+91
+207% +$6.63K 0.01% 720
2025
Q3 		$3.24K Sell
44
-211
-83% -$14.9K ﹤0.01% 947
2025
Q2 		$17.3K Buy
255
+85
+50% +$5.42K 0.01% 600
2025
Q1 		$10.7K Buy
170
+75
+79% +$4.93K ﹤0.01% 834
2024
Q4 		$6.62K Buy
+95
New +$6.53K ﹤0.01% 868

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

AmeriFlex Group's XSMO Position: Q2 2026 in Review

AmeriFlex Group increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 60% in Q2 2026, buying an estimated $13.8K and bringing the position to 425 shares worth $39.8K. The position accounts for 0.02% of the portfolio, ranked #554.

AmeriFlex Group first reported a position in XSMO in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • AmeriFlex Group held 425 shares of Invesco S&P SmallCap Momentum ETF worth $39.8K as of Q2 2026.
  • AmeriFlex Group bought 160 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $13.8K.
  • Invesco S&P SmallCap Momentum ETF made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #554 holding.
  • AmeriFlex Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.