Baird Financial Group
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Baird Financial Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Baird Financial 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
Q1 		$292K Sell
3,847
-408
-10% -$31.5K ﹤0.01% 1646
2025
Q4 		$306K Sell
4,255
-508
-11% -$37K ﹤0.01% 1630
2025
Q3 		$350K Buy
4,763
+177
+4% +$12.5K ﹤0.01% 1581
2025
Q2 		$312K Sell
4,586
-4
-0.1% -$255 ﹤0.01% 1577
2025
Q1 		$288K Sell
4,590
-334
-7% -$22K ﹤0.01% 1581
2024
Q4 		$326K Sell
4,924
-2,035
-29% -$140K ﹤0.01% 1526
2024
Q3 		$461K Sell
6,959
-781
-10% -$49.7K ﹤0.01% 1404
2024
Q2 		$465K Sell
7,740
-3,569
-32% -$213K ﹤0.01% 1415
2024
Q1 		$682K Sell
11,309
-468
-4% -$26.7K ﹤0.01% 1279
2023
Q4 		$667K Sell
11,777
-631
-5% -$31.7K ﹤0.01% 1266
2023
Q3 		$602K Sell
12,408
-1,171
-9% -$58K ﹤0.01% 1270
2023
Q2 		$658K Sell
13,579
-361
-3% -$16.5K ﹤0.01% 1246
2023
Q1 		$646K Sell
13,940
-242
-2% -$11.6K ﹤0.01% 1230
2022
Q4 		$669K Sell
14,182
-242
-2% -$11.7K ﹤0.01% 1184
2022
Q3 		$626K Buy
+14,424
New +$680K ﹤0.01% 1212

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

Baird Financial Group's XSMO Position: Q1 2026 in Review

Baird Financial Group reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 9.6% in Q1 2026, selling an estimated $31.5K and leaving 3,847 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Baird Financial Group first reported a position in XSMO in Q3 2022 and has held it in 15 quarters since. The position peaked at $682K in Q1 2024. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Baird Financial Group held 3,847 shares of Invesco S&P SmallCap Momentum ETF worth $292K as of Q1 2026.
  • Baird Financial Group sold 408 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $31.5K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1646 holding.
  • Baird Financial Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2022 and has held it in 15 quarters since.
  • Baird Financial Group's Invesco S&P SmallCap Momentum ETF position peaked at $682K in Q1 2024.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.