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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Anson Capital's XSMO Position: Q1 2026 in Review

Anson Capital reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.26% in Q1 2026, selling an estimated $3.32K and leaving 16,550 shares worth $1.26M. The position accounts for 0.86% of the portfolio, ranked #31.

Anson Capital first reported a position in XSMO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.28M in Q3 2025. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Anson Capital held 16,550 shares of Invesco S&P SmallCap Momentum ETF worth $1.26M as of Q1 2026.
  • Anson Capital sold 43 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $3.32K.
  • Invesco S&P SmallCap Momentum ETF made up 0.86% of Anson Capital's portfolio in Q1 2026, its #31 holding.
  • Anson Capital first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2023 and has held it in 13 quarters since.
  • Anson Capital's Invesco S&P SmallCap Momentum ETF position peaked at $1.28M in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Anson Capital's 13F filing for Q1 2026, filed 14 May 2026.