Beacon Pointe Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Beacon Pointe 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	$5.85M	Buy	62,457 +20,892	+50%	+$1.8M	0.03%	475
2026 Q1	$3.16M	Buy	41,565 +6,741	+19%	+$520K	0.02%	610
2025 Q4	$2.51M	Buy	34,824 +6,308	+22%	+$459K	0.02%	542
2025 Q3	$2.1M	Buy	+28,516	New	+$2.02M	0.02%	536

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

Beacon Pointe Advisors's XSMO Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 50% in Q2 2026, buying an estimated $1.8M and bringing the position to 62,457 shares worth $5.85M. The position accounts for 0.03% of the portfolio, ranked #475.

Beacon Pointe Advisors first reported a position in XSMO in Q3 2025 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Beacon Pointe Advisors held 62,457 shares of Invesco S&P SmallCap Momentum ETF worth $5.85M as of Q2 2026.
Beacon Pointe Advisors bought 20,892 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $1.8M.
Invesco S&P SmallCap Momentum ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #475 holding.
Beacon Pointe Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.