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 Q2	$3.9M	Buy	41,603 +38,444	+1,217%	+$3.31M	1.37%	23
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 $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

Capstone Wealth Management Group (Pennsylvania)'s XSMO Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1,217% in Q2 2026, buying an estimated $3.31M and bringing the position to 41,603 shares worth $3.9M. The position accounts for 1.37% of the portfolio, ranked #23.

Capstone Wealth Management Group (Pennsylvania) first reported a position in XSMO in Q4 2024 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 41,603 shares of Invesco S&P SmallCap Momentum ETF worth $3.9M as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) bought 38,444 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $3.31M.
Invesco S&P SmallCap Momentum ETF made up 1.37% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #23 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 5 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.