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

Aptus Capital Advisors’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	$5.99K	Hold	64	–	–	﹤0.01%	1654
2026 Q1	$4.87K	Buy	+64	New	+$4.94K	﹤0.01%	1567
2024 Q4	–	Sell	-10	Closed	-$662	–	1466
2024 Q3	$662	Hold	10	–	–	﹤0.01%	1214
2024 Q2	$601	Buy	+10	New	+$596	﹤0.01%	1139
2023 Q1	–	Sell	-3,063	Closed	-$144K	–	918
2022 Q4	$144K	Hold	3,063	–	–	﹤0.01%	505
2022 Q3	$133K	Buy	+3,063	New	+$144K	﹤0.01%	477

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 22.96% 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

Aptus Capital Advisors's XSMO Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q2 2026 at 64 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Aptus Capital Advisors first reported a position in XSMO in Q3 2022 and has held it in 6 quarters since. The position peaked at $144K in Q4 2022. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Aptus Capital Advisors held 64 shares of Invesco S&P SmallCap Momentum ETF worth $5.99K as of Q2 2026.
Aptus Capital Advisors left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1654 holding.
Aptus Capital Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2022 and has held it in 6 quarters since.
Aptus Capital Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $144K in Q4 2022.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.