Centaurus Financial’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Centaurus Financial’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	$602K	Buy	7,921 +42	+0.5%	+$3.24K	0.03%	473
2025 Q4	$567K	Sell	7,879 -424	-5%	-$30.9K	0.03%	497
2025 Q3	$611K	Buy	8,303 +314	+4%	+$22.2K	0.03%	461
2025 Q2	$543K	Buy	7,989 +64	+0.8%	+$4.08K	0.03%	451
2025 Q1	$497K	Buy	7,925 +3,565	+82%	+$234K	0.03%	457
2024 Q4	$288K	Buy	4,360 +1,109	+34%	+$76.2K	0.02%	577
2024 Q3	$215K	Buy	+3,251	New	+$207K	0.01%	626
2020 Q4	–	Sell	-4,576	Closed	-$183K	–	808
2020 Q3	$183K	Buy	+4,576	New	+$180K	0.03%	470
2018 Q3	–	Sell	-45	Closed	-$2K	–	2072
2018 Q2	$2K	Buy	+45	New	+$1.59K	﹤0.01%	2035

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

Centaurus Financial's XSMO Position: Q1 2026 in Review

Centaurus Financial increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.53% in Q1 2026, buying an estimated $3.24K and bringing the position to 7,921 shares worth $602K. The position accounts for 0.03% of the portfolio, ranked #473.

Centaurus Financial first reported a position in XSMO in Q2 2018 and has held it in 9 quarters since. The position peaked at $611K in Q3 2025. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Centaurus Financial held 7,921 shares of Invesco S&P SmallCap Momentum ETF worth $602K as of Q1 2026.
Centaurus Financial bought 42 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $3.24K.
Invesco S&P SmallCap Momentum ETF made up 0.03% of Centaurus Financial's portfolio in Q1 2026, its #473 holding.
Centaurus Financial first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2018 and has held it in 9 quarters since.
Centaurus Financial's Invesco S&P SmallCap Momentum ETF position peaked at $611K in Q3 2025.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.