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Sunbelt Securities’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Sunbelt Securities’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 		$7.45K Hold
98
– – ﹤0.01% 1569
2025
Q4 		$7.06K Hold
98
– – ﹤0.01% 1529
2025
Q3 		$7.21K Buy
98
+18
+23% +$1.27K ﹤0.01% 1531
2025
Q2 		$5.29K Hold
80
– – ﹤0.01% 1425
2025
Q1 		$5.02K Hold
80
– – ﹤0.01% 1415
2024
Q4 		$5.28K Hold
80
– – ﹤0.01% 1428
2024
Q3 		$5.29K Buy
+80
New +$5.09K ﹤0.01% 1425

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities's XSMO Position: Q1 2026 in Review

Sunbelt Securities held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q1 2026 at 98 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Sunbelt Securities first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Sunbelt Securities held 98 shares of Invesco S&P SmallCap Momentum ETF worth $7.45K as of Q1 2026.
  • Sunbelt Securities left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q1 2026.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1569 holding.
  • Sunbelt Securities first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.