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 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 $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 $786M AUM 21.07% 1-Year Est. Return

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

Ausdal Financial Partners's XSMO Position: Q1 2026 in Review

Ausdal Financial Partners increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 7.1% in Q1 2026, buying an estimated $129K and bringing the position to 25,160 shares worth $1.91M. The position accounts for 0.09% of the portfolio, ranked #234.

Ausdal Financial Partners first reported a position in XSMO in Q4 2023 and has held it in 10 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Ausdal Financial Partners held 25,160 shares of Invesco S&P SmallCap Momentum ETF worth $1.91M as of Q1 2026.
Ausdal Financial Partners bought 1,678 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $129K.
Invesco S&P SmallCap Momentum ETF made up 0.09% of Ausdal Financial Partners's portfolio in Q1 2026, its #234 holding.
Ausdal Financial Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2023 and has held it in 10 quarters since.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.