Commonwealth Equity Services
XSMO icon

Commonwealth Equity Services’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Commonwealth Equity Services’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 		$15.2M Sell
161,854
-25,810
-14% -$2.22M 0.02% 721
2026
Q1 		$14.3M Buy
187,664
+30,313
+19% +$2.34M 0.02% 706
2025
Q4 		$11.3M Sell
157,351
-53,019
-25% -$3.86M 0.02% 833
2025
Q3 		$15.5M Buy
210,370
+50,497
+32% +$3.57M 0.02% 685
2025
Q2 		$10.9M Buy
159,873
+16,751
+12% +$1.07M 0.01% 850
2025
Q1 		$8.98M Sell
143,122
-7,792
-5% -$513K 0.01% 922
2024
Q4 		$9.98M Buy
150,914
+25,587
+20% +$1.76M 0.01% 837
2024
Q3 		$8.29M Buy
125,327
+25,643
+26% +$1.63M 0.01% 926
2024
Q2 		$5.99M Buy
99,684
+14,997
+18% +$894K 0.01% 1085
2024
Q1 		$5.11M Buy
84,687
+9,340
+12% +$533K 0.01% 1153
2023
Q4 		$4.27M Buy
75,347
+7,768
+11% +$390K 0.01% 1199
2023
Q3 		$3.28M Buy
67,579
+3,001
+5% +$149K 0.01% 1273
2023
Q2 		$3.13M Buy
64,578
+4,016
+7% +$184K 0.01% 1332
2023
Q1 		$2.8K Buy
60,562
+14,512
+32% +$694K 0.01% 1341
2022
Q4 		$2.17M Buy
46,050
+6,041
+15% +$293K 0.01% 1444
2022
Q3 		$1.74M Buy
40,009
+8,441
+27% +$398K ﹤0.01% 1514
2022
Q2 		$1.39M Buy
31,568
+1,260
+4% +$60.5K ﹤0.01% 1656
2022
Q1 		$1.57M Buy
30,308
+4,351
+17% +$225K ﹤0.01% 1651
2021
Q4 		$1.46M Buy
25,957
+1,028
+4% +$58.2K ﹤0.01% 1702
2021
Q3 		$1.33M Buy
24,929
+2
+0% +$106 ﹤0.01% 1724
2021
Q2 		$1.36M Sell
24,927
-119
-0.5% -$6.19K ﹤0.01% 1684
2021
Q1 		$1.3M Buy
25,046
+445
+2% +$23.3K ﹤0.01% 1611
2020
Q4 		$1.17M Buy
24,601
+1,300
+6% +$57.4K ﹤0.01% 1557
2020
Q3 		$932K Sell
23,301
-3,594
-13% -$141K ﹤0.01% 1536
2020
Q2 		$972K Buy
26,895
+13,037
+94% +$432K ﹤0.01% 1438
2020
Q1 		$405K Sell
13,858
-417
-3% -$15.4K ﹤0.01% 1841
2019
Q4 		$562K Buy
14,275
+1,988
+16% +$75.9K ﹤0.01% 1827
2019
Q3 		$457K Buy
12,287
+172
+1% +$6.5K ﹤0.01% 1897
2019
Q2 		$454K Sell
12,115
-163
-1% -$6K ﹤0.01% 1876
2019
Q1 		$447K Sell
12,278
-265
-2% -$9.32K ﹤0.01% 1841
2018
Q4 		$386K Buy
12,543
+7,394
+144% +$253K ﹤0.01% 1833
2018
Q3 		$204K Sell
5,149
-2,001
-28% -$77.9K ﹤0.01% 2490
2018
Q2 		$261K Buy
+7,150
New +$253K ﹤0.01% 2247

Other funds holding XSMO

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $177M AUM 22.36% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services's XSMO Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 14% in Q2 2026, selling an estimated $2.22M and leaving 161,854 shares worth $15.2M. The position accounts for 0.02% of the portfolio, ranked #721.

Commonwealth Equity Services first reported a position in XSMO in Q2 2018 and has held it in 33 quarters since. The position peaked at $15.5M in Q3 2025. 136 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Commonwealth Equity Services held 161,854 shares of Invesco S&P SmallCap Momentum ETF worth $15.2M as of Q2 2026.
  • Commonwealth Equity Services sold 25,810 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $2.22M.
  • Invesco S&P SmallCap Momentum ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #721 holding.
  • Commonwealth Equity Services first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2018 and has held it in 33 quarters since.
  • Commonwealth Equity Services's Invesco S&P SmallCap Momentum ETF position peaked at $15.5M in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.