Parkside Financial Bank & Trust’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Parkside Financial Bank & Trust’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	$57.1K	Buy	610 +1	+0.2%	+$86	﹤0.01%	995
2026 Q1	$46.3K	Buy	609 +1	+0.2%	+$77	﹤0.01%	987
2025 Q4	$43.8K	Buy	608 +1	+0.2%	+$73	﹤0.01%	1014
2025 Q3	$44.7K	Buy	607 +1	+0.2%	+$71	﹤0.01%	973
2025 Q2	$41.2K	Buy	+606	New	+$38.6K	﹤0.01%	963

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 22.9% 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

Parkside Financial Bank & Trust's XSMO Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.16% in Q2 2026, buying an estimated $86 and bringing the position to 610 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Parkside Financial Bank & Trust first reported a position in XSMO in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Parkside Financial Bank & Trust held 610 shares of Invesco S&P SmallCap Momentum ETF worth $57.1K as of Q2 2026.
Parkside Financial Bank & Trust bought 1 Invesco S&P SmallCap Momentum ETF share in Q2 2026, an estimated $86.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #995 holding.
Parkside Financial Bank & Trust first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.