Sanctuary Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Sanctuary 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	$7.9M	Sell	84,404 -239	-0.3%	-$20.6K	0.04%	473
2026 Q1	$6.43M	Sell	84,643 -7,731	-8%	-$596K	0.03%	486
2025 Q4	$6.65M	Buy	92,374 +3,785	+4%	+$276K	0.04%	477
2025 Q3	$6.52M	Buy	88,589 +16,394	+23%	+$1.16M	0.04%	453
2025 Q2	$4.91M	Buy	72,195 +12,613	+21%	+$804K	0.03%	515
2025 Q1	$3.74M	Buy	59,582 +28,631	+93%	+$1.88M	0.03%	563
2024 Q4	$2.16M	Buy	30,951 +5,257	+20%	+$361K	0.01%	826
2024 Q3	$1.87M	Buy	25,694 +1,908	+8%	+$121K	0.01%	899
2024 Q2	$1.39M	Buy	+23,786	New	+$1.42M	0.01%	1011

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

Sanctuary Advisors's XSMO Position: Q2 2026 in Review

Sanctuary Advisors reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.28% in Q2 2026, selling an estimated $20.6K and leaving 84,404 shares worth $7.9M. The position accounts for 0.04% of the portfolio, ranked #473.

Sanctuary Advisors first reported a position in XSMO in Q2 2024 and has held it in 9 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Sanctuary Advisors held 84,404 shares of Invesco S&P SmallCap Momentum ETF worth $7.9M as of Q2 2026.
Sanctuary Advisors sold 239 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $20.6K.
Invesco S&P SmallCap Momentum ETF made up 0.04% of Sanctuary Advisors's portfolio in Q2 2026, its #473 holding.
Sanctuary Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2024 and has held it in 9 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.