Concorde Asset Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Concorde Asset Management’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	$1.46M	Buy	+19,226	New	+$1.48M	0.72%	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

Concorde Asset Management's XSMO Position: Q1 2026 in Review

Concorde Asset Management opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2026: 19,226 shares worth $1.46M. The stake represents 0.72% of the portfolio and ranks #36 among its holdings.

295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Concorde Asset Management held 19,226 shares of Invesco S&P SmallCap Momentum ETF worth $1.46M as of Q1 2026.
Invesco S&P SmallCap Momentum ETF was a new Concorde Asset Management position in Q1 2026.
Invesco S&P SmallCap Momentum ETF made up 0.72% of Concorde Asset Management's portfolio in Q1 2026, its #36 holding.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.