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

Ausdal Financial Partners’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	$2.63M	Buy	28,043 +2,883	+11%	+$248K	0.1%	206
2026 Q1	$1.91M	Buy	25,160 +1,678	+7%	+$129K	0.09%	234
2025 Q4	$1.69M	Sell	23,482 -191	-0.8%	-$13.9K	0.08%	255
2025 Q3	$1.74M	Buy	23,673 +2,270	+11%	+$160K	0.08%	244
2025 Q2	$1.46M	Buy	21,403 +11	+0.1%	+$701	0.1%	200
2025 Q1	$1.34M	Sell	21,392 -766	-3%	-$50.4K	0.1%	199
2024 Q4	$1.46M	Buy	22,158 +1,739	+9%	+$120K	0.13%	161
2024 Q3	$1.35M	Buy	20,419 +2,689	+15%	+$171K	0.14%	148
2024 Q2	$1.06M	Buy	17,730 +1,417	+9%	+$84.5K	0.11%	176
2024 Q1	$984K	Buy	16,313 +6,582	+68%	+$376K	0.11%	176
2023 Q4	$551K	Buy	+9,731	New	+$488K	0.07%	235

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

Ausdal Financial Partners's XSMO Position: Q2 2026 in Review

Ausdal Financial Partners increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 11% in Q2 2026, buying an estimated $248K and bringing the position to 28,043 shares worth $2.63M. The position accounts for 0.1% of the portfolio, ranked #206.

Ausdal Financial Partners first reported a position in XSMO in Q4 2023 and has held it in 11 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Ausdal Financial Partners held 28,043 shares of Invesco S&P SmallCap Momentum ETF worth $2.63M as of Q2 2026.
Ausdal Financial Partners bought 2,883 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $248K.
Invesco S&P SmallCap Momentum ETF made up 0.1% of Ausdal Financial Partners's portfolio in Q2 2026, its #206 holding.
Ausdal Financial Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2023 and has held it in 11 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.