Custom Index Systems’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Custom Index Systems’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	$1.14M	Buy	12,224 +683	+6%	+$58.9K	0.41%	58
2026 Q1	$877K	Sell	11,541 -742	-6%	-$57.3K	0.38%	71
2025 Q4	$884K	Sell	12,283 -7,590	-38%	-$553K	0.39%	72
2025 Q3	$1.46M	Buy	19,873 +12,614	+174%	+$892K	0.43%	64
2025 Q2	$494K	Buy	7,259 +3,034	+72%	+$193K	0.24%	137
2025 Q1	$265K	Buy	+4,225	New	+$278K	0.13%	225

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

Custom Index Systems's XSMO Position: Q2 2026 in Review

Custom Index Systems increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 5.9% in Q2 2026, buying an estimated $58.9K and bringing the position to 12,224 shares worth $1.14M. The position accounts for 0.41% of the portfolio, ranked #58.

Custom Index Systems first reported a position in XSMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.46M in Q3 2025. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Custom Index Systems held 12,224 shares of Invesco S&P SmallCap Momentum ETF worth $1.14M as of Q2 2026.
Custom Index Systems bought 683 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $58.9K.
Invesco S&P SmallCap Momentum ETF made up 0.41% of Custom Index Systems's portfolio in Q2 2026, its #58 holding.
Custom Index Systems first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
Custom Index Systems's Invesco S&P SmallCap Momentum ETF position peaked at $1.46M in Q3 2025.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.