Fortis Capital Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Fortis Capital Advisors’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	$3.31M	Buy	35,405 +25,418	+255%	+$2.19M	0.37%	47
2026 Q1	$759K	Hold	9,987	–	–	0.1%	177
2025 Q4	$719K	Buy	+9,987	New	+$727K	0.11%	167
2025 Q1	–	Sell	-21,609	Closed	-$1.42M	–	298
2024 Q4	$1.42M	Sell	21,609 -16,191	-43%	-$1.11M	0.49%	42
2024 Q3	$2.5M	Buy	37,800 +17,802	+89%	+$1.13M	0.84%	17
2024 Q2	$1.2M	Buy	+19,998	New	+$1.19M	0.43%	41

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

Fortis Capital Advisors's XSMO Position: Q2 2026 in Review

Fortis Capital Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 255% in Q2 2026, buying an estimated $2.19M and bringing the position to 35,405 shares worth $3.31M. The position accounts for 0.37% of the portfolio, ranked #47.

Fortis Capital Advisors first reported a position in XSMO in Q2 2024 and has held it in 6 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Fortis Capital Advisors held 35,405 shares of Invesco S&P SmallCap Momentum ETF worth $3.31M as of Q2 2026.
Fortis Capital Advisors bought 25,418 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $2.19M.
Invesco S&P SmallCap Momentum ETF made up 0.37% of Fortis Capital Advisors's portfolio in Q2 2026, its #47 holding.
Fortis Capital Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2024 and has held it in 6 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.