Benjamin Edwards Inc’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Benjamin Edwards Inc’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	$223K	Buy	+2,380	New	+$205K	﹤0.01%	1340
2026 Q1	–	Sell	-3,923	Closed	-$282K	–	1428
2025 Q4	$282K	Sell	3,923 -555	-12%	-$40.4K	﹤0.01%	1138
2025 Q3	$329K	Sell	4,478 -3,952	-47%	-$279K	﹤0.01%	1069
2025 Q2	$573K	Sell	8,430 -921	-10%	-$58.7K	0.01%	812
2025 Q1	$587K	Sell	9,351 -3,874	-29%	-$255K	0.01%	736
2024 Q4	$874K	Buy	13,225 +1,500	+13%	+$103K	0.01%	650
2024 Q3	$776K	Buy	+11,725	New	+$746K	0.01%	662

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

Benjamin Edwards Inc's XSMO Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 2,380 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1340 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in XSMO as recently as Q4 2025.

Benjamin Edwards Inc first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $874K in Q4 2024. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Benjamin Edwards Inc held 2,380 shares of Invesco S&P SmallCap Momentum ETF worth $223K as of Q2 2026.
Invesco S&P SmallCap Momentum ETF was a new Benjamin Edwards Inc position in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1340 holding.
Benjamin Edwards Inc first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's Invesco S&P SmallCap Momentum ETF position peaked at $874K in Q4 2024.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.