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

PFG 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 		$3.08M Buy
32,901
+2,730
+9% +$235K 0.16% 165
2026
Q1 		$2.29M Sell
30,171
-69
-0.2% -$5.32K 0.11% 218
2025
Q4 		$2.18M Buy
30,240
+1,008
+3% +$73.4K 0.11% 227
2025
Q3 		$2.15M Sell
29,232
-213
-0.7% -$15.1K 0.09% 261
2025
Q2 		$2M Buy
29,445
+2,113
+8% +$135K 0.09% 203
2025
Q1 		$1.72M Buy
27,332
+383
+1% +$25.2K 0.1% 239
2024
Q4 		$1.78M Buy
26,949
+2,035
+8% +$140K 0.11% 207
2024
Q3 		$1.65M Buy
24,914
+1,035
+4% +$65.9K 0.1% 216
2024
Q2 		$1.43M Buy
+23,879
New +$1.42M 0.1% 235
2022
Q2 		– Sell
-3,921
Closed -$204K – 439
2022
Q1 		$204K Buy
+3,921
New +$203K 0.02% 393

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
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
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PFG Advisors's XSMO Position: Q2 2026 in Review

PFG Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 9% in Q2 2026, buying an estimated $235K and bringing the position to 32,901 shares worth $3.08M. The position accounts for 0.16% of the portfolio, ranked #165.

PFG Advisors first reported a position in XSMO in Q1 2022 and has held it in 10 quarters since. 113 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • PFG Advisors held 32,901 shares of Invesco S&P SmallCap Momentum ETF worth $3.08M as of Q2 2026.
  • PFG Advisors bought 2,730 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $235K.
  • Invesco S&P SmallCap Momentum ETF made up 0.16% of PFG Advisors's portfolio in Q2 2026, its #165 holding.
  • PFG Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2022 and has held it in 10 quarters since.
  • 113 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.