Pinnacle Bancorp’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Pinnacle Bancorp’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	$11.6K	Hold	124	–	–	﹤0.01%	718
2026 Q1	$9.43K	Hold	124	–	–	﹤0.01%	721
2025 Q4	$8.93K	Hold	124	–	–	﹤0.01%	713
2025 Q3	$9.12K	Hold	124	–	–	﹤0.01%	745
2025 Q2	$8.43K	Hold	124	–	–	﹤0.01%	741
2025 Q1	$7.78K	Hold	124	–	–	﹤0.01%	723
2024 Q4	$8.2K	Hold	124	–	–	﹤0.01%	725
2024 Q3	$8.21K	Buy	+124	New	+$7.89K	﹤0.01%	716

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

Pinnacle Bancorp's XSMO Position: Q2 2026 in Review

Pinnacle Bancorp held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q2 2026 at 124 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Pinnacle Bancorp first reported a position in XSMO in Q3 2024 and has held it in 8 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Pinnacle Bancorp held 124 shares of Invesco S&P SmallCap Momentum ETF worth $11.6K as of Q2 2026.
Pinnacle Bancorp left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #718 holding.
Pinnacle Bancorp first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.