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Axxcess Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Axxcess Wealth Management’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 		– Sell
-10,520
Closed -$758K – 1022
2025
Q4 		$758K Buy
10,520
+755
+8% +$55K 0.01% 571
2025
Q3 		$718K Sell
9,765
-2,035
-17% -$144K 0.02% 531
2025
Q2 		$803K Buy
+11,800
New +$753K 0.02% 481

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Axxcess Wealth Management's XSMO Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2026, closing a stake of 10,520 shares — an estimated $758K sold.

Axxcess Wealth Management first reported a position in XSMO in Q2 2025 and held it in 3 quarters. The position peaked at $803K in Q2 2025. 297 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,520 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $758K.
  • Axxcess Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and held it in 3 quarters.
  • Axxcess Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $803K in Q2 2025.
  • 297 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.