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

Apollon Financial’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	$2.38M	Buy	31,336 +4,727	+18%	+$365K	0.33%	74
2025 Q4	$1.92M	Buy	26,609 +4,593	+21%	+$334K	0.28%	83
2025 Q3	$1.62M	Buy	22,016 +1,482	+7%	+$105K	0.27%	80
2025 Q2	$1.4M	Buy	20,534 +2,586	+14%	+$165K	0.29%	79
2025 Q1	$1.13M	Buy	17,948 +1,031	+6%	+$67.8K	0.26%	86
2024 Q4	$1.12M	Buy	16,917 +2,360	+16%	+$162K	0.28%	79
2024 Q3	$964K	Buy	+14,557	New	+$927K	0.28%	72

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 $691M AUM 14.96% 1-Year Est. Return

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

Apollon Financial's XSMO Position: Q1 2026 in Review

Apollon Financial increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 18% in Q1 2026, buying an estimated $365K and bringing the position to 31,336 shares worth $2.38M. The position accounts for 0.33% of the portfolio, ranked #74.

Apollon Financial first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Apollon Financial held 31,336 shares of Invesco S&P SmallCap Momentum ETF worth $2.38M as of Q1 2026.
Apollon Financial bought 4,727 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $365K.
Invesco S&P SmallCap Momentum ETF made up 0.33% of Apollon Financial's portfolio in Q1 2026, its #74 holding.
Apollon Financial first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Apollon Financial's 13F filing for Q1 2026, filed 22 Apr 2026.