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Anson Capital’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Anson Capital’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
Q3 		$1.31M Buy
16,033
+108
+0.7% +$9.32K 0.85% 32
2026
Q2 		$1.49M Sell
15,925
-625
-4% -$53.9K 0.97% 30
2026
Q1 		$1.26M Sell
16,550
-43
-0.3% -$3.32K 0.86% 31
2025
Q4 		$1.19M Sell
16,593
-784
-5% -$57.1K 0.87% 32
2025
Q3 		$1.28M Buy
17,377
+328
+2% +$23.2K 0.96% 27
2025
Q2 		$1.16M Sell
17,049
-1,753
-9% -$112K 0.93% 27
2025
Q1 		$1.18M Buy
18,802
+2,639
+16% +$174K 1.01% 25
2024
Q4 		$1.07M Sell
16,163
-553
-3% -$38K 0.93% 27
2024
Q3 		$1.11M Sell
16,716
-635
-4% -$40.4K 0.99% 27
2024
Q2 		$1.04M Buy
17,351
+1,783
+11% +$106K 1.03% 29
2024
Q1 		$939K Buy
15,568
+237
+2% +$13.5K 1.35% 24
2023
Q4 		$869K Buy
15,331
+1,607
+12% +$80.6K 1.43% 23
2023
Q3 		$666K Buy
13,724
+1,194
+10% +$59.1K 1.26% 26
2023
Q2 		$608K Buy
12,530
+6,916
+123% +$317K 1.13% 32
2023
Q1 		$260K Buy
+5,614
New +$269K 0.42% 57

Other funds holding XSMO

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Seros Financial
Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return
Clark Wealth Partners
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
USAdvisors Wealth Management
USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Integrated Capital Management (Michigan)
Integrated Capital Management (Michigan) Bloomfield, Michigan $274M AUM 22.44% 1-Year Est. Return

Anson Capital's XSMO Position: Q3 2026 in Review

Anson Capital increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.68% in Q3 2026, buying an estimated $9.32K and bringing the position to 16,033 shares worth $1.31M. The position accounts for 0.85% of the portfolio, ranked #32.

Anson Capital first reported a position in XSMO in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.49M in Q2 2026. 90 funds tracked by Wall St. Rank hold XSMO as of Q3 2026.

  • Anson Capital held 16,033 shares of Invesco S&P SmallCap Momentum ETF worth $1.31M as of Q3 2026.
  • Anson Capital bought 108 Invesco S&P SmallCap Momentum ETF shares in Q3 2026, an estimated $9.32K.
  • Invesco S&P SmallCap Momentum ETF made up 0.85% of Anson Capital's portfolio in Q3 2026, its #32 holding.
  • Anson Capital first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2023 and has held it in 15 quarters since.
  • Anson Capital's Invesco S&P SmallCap Momentum ETF position peaked at $1.49M in Q2 2026.
  • 90 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.