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 Q3	$18.1M	Buy	222,313 +1,558	+0.7%	+$134K	0.55%	37
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

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Focus Financial Network's XSMO Position: Q3 2026 in Review

Focus Financial Network increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.71% in Q3 2026, buying an estimated $134K and bringing the position to 222,313 shares worth $18.1M. The position accounts for 0.55% of the portfolio, ranked #37.

Focus Financial Network first reported a position in XSMO in Q1 2022 and has held it in 14 quarters since. The position peaked at $20.7M in Q2 2026. 81 funds tracked by Wall St. Rank hold XSMO as of Q3 2026.

Focus Financial Network held 222,313 shares of Invesco S&P SmallCap Momentum ETF worth $18.1M as of Q3 2026.
Focus Financial Network bought 1,558 Invesco S&P SmallCap Momentum ETF shares in Q3 2026, an estimated $134K.
Invesco S&P SmallCap Momentum ETF made up 0.55% of Focus Financial Network's portfolio in Q3 2026, its #37 holding.
Focus Financial Network first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2022 and has held it in 14 quarters since.
Focus Financial Network's Invesco S&P SmallCap Momentum ETF position peaked at $20.7M in Q2 2026.
81 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.