Belpointe Asset Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Belpointe Asset 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 Q2	$3.79M	Buy	40,436 +30,449	+305%	+$2.62M	0.12%	150
2026 Q1	$759K	Hold	9,987	–	–	0.03%	554
2025 Q4	$719K	Buy	+9,987	New	+$727K	0.03%	547
2025 Q1	–	Sell	-21,609	Closed	-$1.42M	–	1051
2024 Q4	$1.42M	Sell	21,609 -16,191	-43%	-$1.11M	0.09%	232
2024 Q3	$2.5M	Buy	37,800 +17,802	+89%	+$1.13M	0.15%	136
2024 Q2	$1.2M	Buy	+19,998	New	+$1.19M	0.08%	224
2023 Q2	–	Sell	-73	Closed	-$3.38K	–	3433
2023 Q1	$3.38K	Buy	73 +30	+70%	+$1.44K	﹤0.01%	3155
2022 Q4	$2.03K	Buy	+43	New	+$2.08K	﹤0.01%	3260

Other funds holding XSMO

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

GWA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

CWP

Clark Wealth Partners O'fallon, Illinois $177M AUM 22.36% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Belpointe Asset Management's XSMO Position: Q2 2026 in Review

Belpointe Asset Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 305% in Q2 2026, buying an estimated $2.62M and bringing the position to 40,436 shares worth $3.79M. The position accounts for 0.12% of the portfolio, ranked #150.

Belpointe Asset Management first reported a position in XSMO in Q4 2022 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Belpointe Asset Management held 40,436 shares of Invesco S&P SmallCap Momentum ETF worth $3.79M as of Q2 2026.
Belpointe Asset Management bought 30,449 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $2.62M.
Invesco S&P SmallCap Momentum ETF made up 0.12% of Belpointe Asset Management's portfolio in Q2 2026, its #150 holding.
Belpointe Asset Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2022 and has held it in 8 quarters since.
145 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.