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

Meridian 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 Q1	$11.2M	Sell	147,335 -16,773	-10%	-$1.29M	0.39%	55
2025 Q4	$11.8M	Buy	164,108 +34,642	+27%	+$2.52M	0.42%	50
2025 Q3	$9.52M	Buy	129,466 +18,617	+17%	+$1.32M	0.37%	55
2025 Q2	$7.54M	Buy	110,849 +5,275	+5%	+$336K	0.32%	67
2025 Q1	$6.62M	Sell	105,574 -663	-0.6%	-$43.6K	0.32%	68
2024 Q4	$7.02M	Sell	106,237 -3,330	-3%	-$229K	0.33%	64
2024 Q3	$7.25M	Buy	109,567 +5,107	+5%	+$325K	0.36%	59
2024 Q2	$6.27M	Buy	+104,460	New	+$6.23M	0.75%	24

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meridian Wealth Management's XSMO Position: Q1 2026 in Review

Meridian Wealth Management reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 10% in Q1 2026, selling an estimated $1.29M and leaving 147,335 shares worth $11.2M. The position accounts for 0.39% of the portfolio, ranked #55.

Meridian Wealth Management first reported a position in XSMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.8M in Q4 2025. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Meridian Wealth Management held 147,335 shares of Invesco S&P SmallCap Momentum ETF worth $11.2M as of Q1 2026.
Meridian Wealth Management sold 16,773 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $1.29M.
Invesco S&P SmallCap Momentum ETF made up 0.39% of Meridian Wealth Management's portfolio in Q1 2026, its #55 holding.
Meridian Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2024 and has held it in 8 quarters since.
Meridian Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $11.8M in Q4 2025.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.