Arkadios Wealth Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Arkadios Wealth 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	$8.94M	Buy	95,481 +955	+1%	+$82.3K	0.14%	167
2026 Q1	$7.19M	Sell	94,526 -16	-0%	-$1.24K	0.12%	204
2025 Q4	$6.81M	Sell	94,542 -749	-0.8%	-$54.5K	0.13%	172
2025 Q3	$7.01M	Buy	95,291 +9,249	+11%	+$654K	0.17%	136
2025 Q2	$5.85M	Buy	86,042 +76,206	+775%	+$4.86M	0.17%	132
2025 Q1	$617K	Buy	9,836 +607	+7%	+$39.9K	0.02%	628
2024 Q4	$610K	Buy	9,229 +113	+1%	+$7.77K	0.03%	470
2024 Q3	$603K	Buy	+9,116	New	+$580K	0.03%	478

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

Arkadios Wealth Advisors's XSMO Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1% in Q2 2026, buying an estimated $82.3K and bringing the position to 95,481 shares worth $8.94M. The position accounts for 0.14% of the portfolio, ranked #167.

Arkadios Wealth Advisors first reported a position in XSMO in Q3 2024 and has held it in 8 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Arkadios Wealth Advisors held 95,481 shares of Invesco S&P SmallCap Momentum ETF worth $8.94M as of Q2 2026.
Arkadios Wealth Advisors bought 955 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $82.3K.
Invesco S&P SmallCap Momentum ETF made up 0.14% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #167 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.