CAL
XSMO icon

Capital Analysts LLC’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Capital Analysts LLC’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 		$765K Buy
8,170
+652
+9% +$56.2K 0.02% 420
2026
Q1 		$571K Buy
7,518
+3,275
+77% +$253K 0.02% 424
2025
Q4 		$306K Buy
4,243
+1,401
+49% +$102K 0.01% 523
2025
Q3 		$209K Buy
2,842
+930
+49% +$65.7K 0.01% 590
2025
Q2 		$130K Buy
1,912
+363
+23% +$23.1K ﹤0.01% 613
2025
Q1 		$97K Buy
1,549
+90
+6% +$5.92K ﹤0.01% 651
2024
Q4 		$96K Hold
1,459
– – ﹤0.01% 621
2024
Q3 		$97K Buy
+1,459
New +$92.9K ﹤0.01% 589

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Capital Analysts LLC's XSMO Position: Q2 2026 in Review

Capital Analysts LLC increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 8.7% in Q2 2026, buying an estimated $56.2K and bringing the position to 8,170 shares worth $765K. The position accounts for 0.02% of the portfolio, ranked #420.

Capital Analysts LLC first reported a position in XSMO in Q3 2024 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Capital Analysts LLC held 8,170 shares of Invesco S&P SmallCap Momentum ETF worth $765K as of Q2 2026.
  • Capital Analysts LLC bought 652 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $56.2K.
  • Invesco S&P SmallCap Momentum ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #420 holding.
  • Capital Analysts LLC first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.