Ameriprise
XSMO icon

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

Ameriprise’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 		$729K Sell
9,591
-48
-0.5% -$3.7K ﹤0.01% 3431
2025
Q4 		$694K Sell
9,639
-1,121
-10% -$81.6K ﹤0.01% 3499
2025
Q3 		$792K Buy
10,760
+1,346
+14% +$95.1K ﹤0.01% 3463
2025
Q2 		$640K Buy
9,414
+665
+8% +$42.4K ﹤0.01% 3440
2025
Q1 		$549K Sell
8,749
-3,320
-28% -$218K ﹤0.01% 3446
2024
Q4 		$798K Buy
+12,069
New +$830K ﹤0.01% 3336

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 $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise's XSMO Position: Q1 2026 in Review

Ameriprise reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.5% in Q1 2026, selling an estimated $3.7K and leaving 9,591 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #3431.

Ameriprise first reported a position in XSMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $798K in Q4 2024. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Ameriprise held 9,591 shares of Invesco S&P SmallCap Momentum ETF worth $729K as of Q1 2026.
  • Ameriprise sold 48 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $3.7K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3431 holding.
  • Ameriprise first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • Ameriprise's Invesco S&P SmallCap Momentum ETF position peaked at $798K in Q4 2024.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.