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

Anderson Financial Strategies’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	$6.74M	Sell	77,279 -5,338	-6%	-$460K	3.5%	12
2026 Q1	$7.3M	Sell	82,617 -2,837	-3%	-$219K	4.01%	11
2025 Q4	$6.15M	Buy	85,454 +2,564	+3%	+$187K	3.57%	12
2025 Q3	$6.1M	Sell	82,890 -2,718	-3%	-$192K	3.61%	12
2025 Q2	$5.82M	Sell	85,608 -1,805	-2%	-$115K	3.72%	12
2025 Q1	$5.49M	Buy	87,413 +11,466	+15%	+$754K	3.35%	12
2024 Q4	$5.02M	Buy	+75,947	New	+$5.22M	3.03%	13

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 22.9% 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

Anderson Financial Strategies's XSMO Position: Q2 2026 in Review

Anderson Financial Strategies reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 6.5% in Q2 2026, selling an estimated $460K and leaving 77,279 shares worth $6.74M. The position accounts for 3.5% of the portfolio, ranked #12.

Anderson Financial Strategies first reported a position in XSMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.3M in Q1 2026. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Anderson Financial Strategies held 77,279 shares of Invesco S&P SmallCap Momentum ETF worth $6.74M as of Q2 2026.
Anderson Financial Strategies sold 5,338 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $460K.
Invesco S&P SmallCap Momentum ETF made up 3.5% of Anderson Financial Strategies's portfolio in Q2 2026, its #12 holding.
Anderson Financial Strategies first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Anderson Financial Strategies's Invesco S&P SmallCap Momentum ETF position peaked at $7.3M in Q1 2026.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.