Ameritas Advisory Services’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Ameritas Advisory Services’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	$1.91M	Buy	20,359 +15,918	+358%	+$1.37M	0.04%	376
2026 Q1	$338K	Buy	4,441 +705	+19%	+$54.4K	0.01%	718
2025 Q4	$269K	Sell	3,736 -3,560	-49%	-$259K	0.01%	803
2025 Q3	$537K	Sell	7,296 -218	-3%	-$15.4K	0.04%	370
2025 Q2	$511K	Buy	+7,514	New	+$479K	0.03%	502

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

Ameritas Advisory Services's XSMO Position: Q2 2026 in Review

Ameritas Advisory Services increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 358% in Q2 2026, buying an estimated $1.37M and bringing the position to 20,359 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #376.

Ameritas Advisory Services first reported a position in XSMO in Q2 2025 and has held it in 5 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Ameritas Advisory Services held 20,359 shares of Invesco S&P SmallCap Momentum ETF worth $1.91M as of Q2 2026.
Ameritas Advisory Services bought 15,918 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $1.37M.
Invesco S&P SmallCap Momentum ETF made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #376 holding.
Ameritas Advisory Services first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.