Capstone Wealth Management Group (Pennsylvania)’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$240K	Buy	+3,159	New	+$244K	0.1%	88
2025 Q4	–	Sell	-12,054	Closed	-$887K	–	91
2025 Q3	$887K	Buy	+12,054	New	+$852K	0.38%	39
2025 Q2	–	Sell	-46,666	Closed	-$2.93M	–	76
2025 Q1	$2.93M	Buy	46,666 +27,061	+138%	+$1.78M	1.67%	19
2024 Q4	$1.3M	Buy	+19,605	New	+$1.35M	0.69%	36

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s XSMO Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2026: 3,159 shares worth $240K. The stake represents 0.1% of the portfolio and ranks #88 among its holdings. This is a return to the name: Capstone Wealth Management Group (Pennsylvania) previously reported a position in XSMO as recently as Q3 2025.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XSMO in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.93M in Q1 2025. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 3,159 shares of Invesco S&P SmallCap Momentum ETF worth $240K as of Q1 2026.
Invesco S&P SmallCap Momentum ETF was a new Capstone Wealth Management Group (Pennsylvania) position in Q1 2026.
Invesco S&P SmallCap Momentum ETF made up 0.1% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #88 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 4 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Invesco S&P SmallCap Momentum ETF position peaked at $2.93M in Q1 2025.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.