OneDigital Investment Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

OneDigital Investment 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	$528K	Buy	5,636 +1,213	+27%	+$105K	﹤0.01%	1012
2026 Q1	$336K	Sell	4,423 -102	-2%	-$7.87K	﹤0.01%	1129
2025 Q4	$326K	Sell	4,525 -1,156	-20%	-$84.2K	﹤0.01%	1168
2025 Q3	$418K	Sell	5,681 -1,031	-15%	-$72.9K	﹤0.01%	1012
2025 Q2	$457K	Buy	6,712 +2,793	+71%	+$178K	0.01%	935
2025 Q1	$246K	Buy	3,919 +237	+6%	+$15.6K	﹤0.01%	1221
2024 Q4	$243K	Buy	+3,682	New	+$253K	﹤0.01%	1235

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

OneDigital Investment Advisors's XSMO Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 27% in Q2 2026, buying an estimated $105K and bringing the position to 5,636 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

OneDigital Investment Advisors first reported a position in XSMO in Q4 2024 and has held it in 7 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

OneDigital Investment Advisors held 5,636 shares of Invesco S&P SmallCap Momentum ETF worth $528K as of Q2 2026.
OneDigital Investment Advisors bought 1,213 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $105K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1012 holding.
OneDigital Investment Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.