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Merit Financial Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Merit Financial Group’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 		$2.42M Buy
25,826
+302
+1% +$26K 0.01% 675
2026
Q1 		$1.94M Sell
25,524
-983
-4% -$75.8K 0.01% 694
2025
Q4 		$1.91M Sell
26,507
-708
-3% -$51.5K 0.02% 667
2025
Q3 		$2M Sell
27,215
-805
-3% -$56.9K 0.02% 571
2025
Q2 		$1.91M Buy
28,020
+1,428
+5% +$91.1K 0.02% 542
2025
Q1 		$1.67M Sell
26,592
-2,322
-8% -$153K 0.03% 483
2024
Q4 		$1.91M Buy
28,914
+6,067
+27% +$417K 0.03% 363
2024
Q3 		$1.51M Sell
22,847
-7,835
-26% -$499K 0.03% 332
2024
Q2 		$1.84M Sell
30,682
-528
-2% -$31.5K 0.04% 285
2024
Q1 		$1.86M Buy
31,210
+6,506
+26% +$371K 0.04% 271
2023
Q4 		$1.4M Buy
24,704
+318
+1% +$16K 0.04% 251
2023
Q3 		$1.18M Sell
24,386
-3,763
-13% -$186K 0.04% 299
2023
Q2 		$1.36M Sell
28,149
-177,132
-86% -$8.11M 0.04% 284
2023
Q1 		$9.51M Buy
205,281
+17,890
+10% +$856K 0.35% 49
2022
Q4 		$8.84M Buy
+187,391
New +$9.08M 0.32% 47

Other funds holding XSMO

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Merit Financial Group's XSMO Position: Q2 2026 in Review

Merit Financial Group increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.2% in Q2 2026, buying an estimated $26K and bringing the position to 25,826 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #675.

Merit Financial Group first reported a position in XSMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.51M in Q1 2023. 42 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Merit Financial Group held 25,826 shares of Invesco S&P SmallCap Momentum ETF worth $2.42M as of Q2 2026.
  • Merit Financial Group bought 302 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $26K.
  • Invesco S&P SmallCap Momentum ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #675 holding.
  • Merit Financial Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2022 and has held it in 15 quarters since.
  • Merit Financial Group's Invesco S&P SmallCap Momentum ETF position peaked at $9.51M in Q1 2023.
  • 42 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.