Focus Financial Network’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Focus Financial Network’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	$20.7M	Sell	220,755 -1,258	-0.6%	-$108K	0.64%	30
2026 Q1	$16.9M	Buy	222,013 +11,755	+6%	+$907K	0.61%	32
2025 Q4	$15.1M	Buy	210,258 +1,152	+0.6%	+$83.9K	0.53%	38
2025 Q3	$15.4M	Buy	209,106 +4,383	+2%	+$310K	0.55%	36
2025 Q2	$13.9M	Buy	204,723 +3,490	+2%	+$223K	0.55%	37
2025 Q1	$12.6M	Sell	201,233 -2,549	-1%	-$168K	0.52%	40
2024 Q4	$13.5M	Sell	203,782 -1,194	-0.6%	-$82.1K	0.54%	39
2024 Q3	$13.6M	Buy	204,976 +4,026	+2%	+$256K	0.55%	38
2024 Q2	$13.1M	Buy	200,950 +905	+0.5%	+$54K	0.56%	37
2024 Q1	$11.2M	Buy	+200,045	New	+$11.4M	0.55%	37
2023 Q2	–	Sell	-4,353	Closed	-$202K	–	612
2023 Q1	$202K	Hold	4,353	–	–	0.01%	549
2022 Q4	$205K	Buy	+4,353	New	+$211K	0.02%	450
2022 Q2	–	Sell	-4,383	Closed	-$228K	–	527
2022 Q1	$228K	Buy	+4,383	New	+$227K	0.02%	475

Other funds holding XSMO

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

SIM

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Focus Financial Network's XSMO Position: Q2 2026 in Review

Focus Financial Network reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.57% in Q2 2026, selling an estimated $108K and leaving 220,755 shares worth $20.7M. The position accounts for 0.64% of the portfolio, ranked #30.

Focus Financial Network first reported a position in XSMO in Q1 2022 and has held it in 13 quarters since. 42 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Focus Financial Network held 220,755 shares of Invesco S&P SmallCap Momentum ETF worth $20.7M as of Q2 2026.
Focus Financial Network sold 1,258 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $108K.
Invesco S&P SmallCap Momentum ETF made up 0.64% of Focus Financial Network's portfolio in Q2 2026, its #30 holding.
Focus Financial Network first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2022 and has held it in 13 quarters since.
42 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.