Lodestone Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Lodestone Wealth Management’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	$2.11M	Buy	22,499 +57	+0.3%	+$4.91K	0.74%	38
2026 Q1	$1.71M	Buy	22,442 +664	+3%	+$51.2K	0.68%	45
2025 Q4	$1.57M	Sell	21,778 -547	-2%	-$39.8K	0.64%	47
2025 Q3	$1.64M	Buy	22,325 +477	+2%	+$33.7K	0.74%	48
2025 Q2	$1.49M	Sell	21,848 -763	-3%	-$48.7K	0.72%	48
2025 Q1	$1.42M	Buy	22,611 +1,084	+5%	+$71.3K	0.75%	48
2024 Q4	$1.42M	Buy	21,527 +261	+1%	+$17.9K	0.71%	51
2024 Q3	$1.41M	Sell	21,266 -1,606	-7%	-$102K	0.7%	53
2024 Q2	$1.37M	Sell	22,872 -59	-0.3%	-$3.52K	0.72%	52
2024 Q1	$1.38M	Buy	22,931 +32	+0.1%	+$1.83K	0.73%	52
2023 Q4	$1.3M	Buy	22,899 +182	+0.8%	+$9.13K	0.75%	48
2023 Q3	$1.1M	Sell	22,717 -1,276	-5%	-$63.2K	0.77%	47
2023 Q2	$1.16M	Buy	23,993 +2,705	+13%	+$124K	0.8%	42
2023 Q1	$986K	Buy	21,288 +523	+3%	+$25K	0.76%	45
2022 Q4	$979K	Buy	+20,765	New	+$1.01M	0.79%	45

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 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

CWP

Clark Wealth Partners O'fallon, Illinois $177M AUM 22.36% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Lodestone Wealth Management's XSMO Position: Q2 2026 in Review

Lodestone Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.25% in Q2 2026, buying an estimated $4.91K and bringing the position to 22,499 shares worth $2.11M. The position accounts for 0.74% of the portfolio, ranked #38.

Lodestone Wealth Management first reported a position in XSMO in Q4 2022 and has held it in 15 quarters since. 120 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Lodestone Wealth Management held 22,499 shares of Invesco S&P SmallCap Momentum ETF worth $2.11M as of Q2 2026.
Lodestone Wealth Management bought 57 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $4.91K.
Invesco S&P SmallCap Momentum ETF made up 0.74% of Lodestone Wealth Management's portfolio in Q2 2026, its #38 holding.
Lodestone Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2022 and has held it in 15 quarters since.
120 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.