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

Prime Capital 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 		$4.54M Sell
48,500
-2,005
-4% -$173K 0.04% 247
2026
Q1 		$3.84M Buy
50,505
+2,187
+5% +$169K 0.04% 257
2025
Q4 		$3.48M Buy
48,318
+394
+0.8% +$28.7K 0.04% 257
2025
Q3 		$3.53M Buy
47,924
+845
+2% +$59.7K 0.04% 256
2025
Q2 		$3.2M Buy
47,079
+2,020
+4% +$129K 0.04% 262
2025
Q1 		$2.83M Buy
45,059
+4,575
+11% +$301K 0.03% 306
2024
Q4 		$2.68M Buy
40,484
+645
+2% +$44.3K 0.04% 268
2024
Q3 		$2.64M Sell
39,839
-600
-1% -$38.2K 0.04% 275
2024
Q2 		$2.43M Sell
40,439
-2,414
-6% -$144K 0.04% 292
2024
Q1 		$2.58M Sell
42,853
-962
-2% -$54.9K 0.04% 300
2023
Q4 		$2.48M Sell
43,815
-140
-0.3% -$7.02K 0.04% 301
2023
Q3 		$2.13M Sell
43,955
-99
-0.2% -$4.9K 0.04% 240
2023
Q2 		$2.14M Buy
+44,054
New +$2.02M 0.04% 251

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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 $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWA
River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return

Prime Capital Investment Advisors's XSMO Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 4% in Q2 2026, selling an estimated $173K and leaving 48,500 shares worth $4.54M. The position accounts for 0.04% of the portfolio, ranked #247.

Prime Capital Investment Advisors first reported a position in XSMO in Q2 2023 and has held it in 13 quarters since. 245 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Prime Capital Investment Advisors held 48,500 shares of Invesco S&P SmallCap Momentum ETF worth $4.54M as of Q2 2026.
  • Prime Capital Investment Advisors sold 2,005 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $173K.
  • Invesco S&P SmallCap Momentum ETF made up 0.04% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #247 holding.
  • Prime Capital Investment Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2023 and has held it in 13 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.