Salem Investment Counselors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Salem Investment Counselors’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	$164K	Sell	1,753 -307	-15%	-$26.5K	﹤0.01%	428
2026 Q1	$157K	Buy	+2,060	New	+$159K	﹤0.01%	414
2025 Q4	–	Sell	-931	Closed	-$68.5K	–	1172
2025 Q3	$68.5K	Hold	931	–	–	﹤0.01%	536
2025 Q2	$63.3K	Hold	931	–	–	﹤0.01%	537
2025 Q1	$58.4K	Hold	931	–	–	﹤0.01%	546
2024 Q4	$61.5K	Sell	931 -68	-7%	-$4.67K	﹤0.01%	541
2024 Q3	$66.1K	Buy	+999	New	+$63.6K	﹤0.01%	531

Other funds holding XSMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 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 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Salem Investment Counselors's XSMO Position: Q2 2026 in Review

Salem Investment Counselors reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 15% in Q2 2026, selling an estimated $26.5K and leaving 1,753 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Salem Investment Counselors first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Salem Investment Counselors held 1,753 shares of Invesco S&P SmallCap Momentum ETF worth $164K as of Q2 2026.
Salem Investment Counselors sold 307 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $26.5K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #428 holding.
Salem Investment Counselors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.