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 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 $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Anderson Financial Strategies's XSMO Position: Q1 2026 in Review

Anderson Financial Strategies reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 3.3% in Q1 2026, selling an estimated $219K and leaving 82,617 shares worth $7.3M. The position accounts for 4.01% of the portfolio, ranked #11.

Anderson Financial Strategies first reported a position in XSMO in Q4 2024 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Anderson Financial Strategies held 82,617 shares of Invesco S&P SmallCap Momentum ETF worth $7.3M as of Q1 2026.
Anderson Financial Strategies sold 2,837 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $219K.
Invesco S&P SmallCap Momentum ETF made up 4.01% of Anderson Financial Strategies's portfolio in Q1 2026, its #11 holding.
Anderson Financial Strategies first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.