Capital Square
XSMO icon

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

Capital Square’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
Q3 		$313K Buy
3,841
+122
+3% +$10.5K 0.14% 154
2026
Q2 		$332K Buy
3,719
+217
+6% +$18.7K 0.15% 152
2026
Q1 		$301K Buy
3,502
+561
+19% +$43.3K 0.14% 156
2025
Q4 		$212K Buy
2,941
+73
+3% +$5.32K 0.11% 197
2025
Q3 		$211K Buy
+2,868
New +$203K 0.11% 185

Other funds holding XSMO

Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Seros Financial
Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return
Clark Wealth Partners
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
USAdvisors Wealth Management
USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Square's XSMO Position: Q3 2026 in Review

Capital Square increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 3.3% in Q3 2026, buying an estimated $10.5K and bringing the position to 3,841 shares worth $313K. The position accounts for 0.14% of the portfolio, ranked #154.

Capital Square first reported a position in XSMO in Q3 2025 and has held it in 5 quarters since. The position peaked at $332K in Q2 2026. 111 funds tracked by Wall St. Rank hold XSMO as of Q3 2026.

  • Capital Square held 3,841 shares of Invesco S&P SmallCap Momentum ETF worth $313K as of Q3 2026.
  • Capital Square bought 122 Invesco S&P SmallCap Momentum ETF shares in Q3 2026, an estimated $10.5K.
  • Invesco S&P SmallCap Momentum ETF made up 0.14% of Capital Square's portfolio in Q3 2026, its #154 holding.
  • Capital Square first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and has held it in 5 quarters since.
  • Capital Square's Invesco S&P SmallCap Momentum ETF position peaked at $332K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.