Cornerstone Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Cornerstone Wealth 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 Q2	–	Sell	-8,840	Closed	-$672K	–	777
2026 Q1	$672K	Buy	8,840 +624	+8%	+$48.1K	0.03%	381
2025 Q4	$592K	Buy	8,216 +231	+3%	+$16.8K	0.03%	386
2025 Q3	$587K	Buy	+7,985	New	+$564K	0.03%	380

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 Fairfield, Iowa $43.3B AUM 29.3% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Cornerstone Wealth Management's XSMO Position: Q2 2026 in Review

Cornerstone Wealth Management sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026, closing a stake of 8,840 shares — an estimated $672K sold.

Cornerstone Wealth Management first reported a position in XSMO in Q3 2025 and held it in 3 quarters. The position peaked at $672K in Q1 2026. 126 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Cornerstone Wealth Management reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
Cornerstone Wealth Management sold 8,840 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $672K.
Cornerstone Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and held it in 3 quarters.
Cornerstone Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $672K in Q1 2026.
126 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.