Avantax Advisory Services’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Avantax Advisory Services’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
2025 Q2	$4.74M	Buy	69,685 +19,777	+40%	+$1.26M	0.03%	460
2025 Q1	$3.13M	Buy	49,908 +9,482	+23%	+$624K	0.02%	565
2024 Q4	$2.67M	Buy	40,426 +28,196	+231%	+$1.94M	0.02%	597
2024 Q3	$809K	Buy	12,230 +3,196	+35%	+$203K	0.01%	1133
2024 Q2	$543K	Buy	9,034 +521	+6%	+$31.1K	﹤0.01%	1312
2024 Q1	$514K	Buy	8,513 +4,898	+135%	+$280K	﹤0.01%	1022
2023 Q4	$205K	Buy	+3,615	New	+$181K	﹤0.01%	1466
2023 Q2	–	Sell	-5,682	Closed	-$263K	–	1582
2023 Q1	$263K	Buy	+5,682	New	+$272K	﹤0.01%	1228

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Avantax Advisory Services's XSMO Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 40% in Q2 2025, buying an estimated $1.26M and bringing the position to 69,685 shares worth $4.74M. The position accounts for 0.03% of the portfolio, ranked #460.

Avantax Advisory Services first reported a position in XSMO in Q1 2023 and has held it in 8 quarters since. 230 funds tracked by Wall St. Rank hold XSMO as of Q2 2025.

Avantax Advisory Services held 69,685 shares of Invesco S&P SmallCap Momentum ETF worth $4.74M as of Q2 2025.
Avantax Advisory Services bought 19,777 Invesco S&P SmallCap Momentum ETF shares in Q2 2025, an estimated $1.26M.
Invesco S&P SmallCap Momentum ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #460 holding.
Avantax Advisory Services first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2023 and has held it in 8 quarters since.
230 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.