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 Q2	$1,000K	Buy	10,705 +1,878	+21%	+$162K	0.05%	268
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 $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

Rehmann Capital Advisory Group's XSMO Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 21% in Q2 2026, buying an estimated $162K and bringing the position to 10,705 shares worth $1,000K. The position accounts for 0.05% of the portfolio, ranked #268.

Rehmann Capital Advisory Group first reported a position in XSMO in Q1 2025 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Rehmann Capital Advisory Group held 10,705 shares of Invesco S&P SmallCap Momentum ETF worth $1,000K as of Q2 2026.
Rehmann Capital Advisory Group bought 1,878 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $162K.
Invesco S&P SmallCap Momentum ETF made up 0.05% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #268 holding.
Rehmann Capital Advisory Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.