GAA
XSMO icon

Guardian Asset Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Guardian Asset 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 		$208K Buy
+2,222
New +$191K 0.1% 122

Other funds holding XSMO

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 $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Guardian Asset Advisors's XSMO Position: Q2 2026 in Review

Guardian Asset Advisors opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 2,222 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #122 among its holdings.

96 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Guardian Asset Advisors held 2,222 shares of Invesco S&P SmallCap Momentum ETF worth $208K as of Q2 2026.
  • Invesco S&P SmallCap Momentum ETF was a new Guardian Asset Advisors position in Q2 2026.
  • Invesco S&P SmallCap Momentum ETF made up 0.1% of Guardian Asset Advisors's portfolio in Q2 2026, its #122 holding.
  • 96 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.