Rehmann Capital Advisory Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Rehmann Capital Advisory Group’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 Q1	$671K	Buy	8,827 +2,438	+38%	+$188K	0.03%	338
2025 Q4	$460K	Buy	6,389 +2,640	+70%	+$192K	0.02%	414
2025 Q3	$276K	Buy	3,749 +212	+6%	+$15K	0.02%	527
2025 Q2	$241K	Buy	3,537 +4	+0.1%	+$255	0.01%	532
2025 Q1	$222K	Buy	+3,533	New	+$232K	0.01%	553

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rehmann Capital Advisory Group's XSMO Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 38% in Q1 2026, buying an estimated $188K and bringing the position to 8,827 shares worth $671K. The position accounts for 0.03% of the portfolio, ranked #338.

Rehmann Capital Advisory Group first reported a position in XSMO in Q1 2025 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Rehmann Capital Advisory Group held 8,827 shares of Invesco S&P SmallCap Momentum ETF worth $671K as of Q1 2026.
Rehmann Capital Advisory Group bought 2,438 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $188K.
Invesco S&P SmallCap Momentum ETF made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #338 holding.
Rehmann Capital Advisory Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 5 quarters since.
296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.