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

Essex Financial 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 		$623K Buy
6,650
+3,626
+120% +$312K 0.03% 425
2026
Q1 		$230K Buy
3,024
+32
+1% +$2.47K 0.01% 709
2025
Q4 		$215K Buy
2,992
+2
+0.1% +$146 0.01% 730
2025
Q3 		$220K Buy
+2,990
New +$211K 0.01% 685

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWA
River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return

Essex Financial Services's XSMO Position: Q2 2026 in Review

Essex Financial Services increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 120% in Q2 2026, buying an estimated $312K and bringing the position to 6,650 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #425.

Essex Financial Services first reported a position in XSMO in Q3 2025 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Essex Financial Services held 6,650 shares of Invesco S&P SmallCap Momentum ETF worth $623K as of Q2 2026.
  • Essex Financial Services bought 3,626 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $312K.
  • Invesco S&P SmallCap Momentum ETF made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #425 holding.
  • Essex Financial Services first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.