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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
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 $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $1.37T AUM 24.88% 1-Year Est. Return

Capital Analysts LLC's XSMO Position: Q1 2026 in Review

Capital Analysts LLC increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 77% in Q1 2026, buying an estimated $253K and bringing the position to 7,518 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #424.

Capital Analysts LLC first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Capital Analysts LLC held 7,518 shares of Invesco S&P SmallCap Momentum ETF worth $571K as of Q1 2026.
  • Capital Analysts LLC bought 3,275 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $253K.
  • Invesco S&P SmallCap Momentum ETF made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #424 holding.
  • Capital Analysts LLC first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.