Bank of Montreal’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Bank of Montreal’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	$5.15K	Sell	55 -813	-94%	-$70.1K	﹤0.01%	3732
2026 Q1	$66K	Hold	868	–	–	﹤0.01%	3232
2025 Q4	$62.5K	Buy	868 +813	+1,478%	+$59.2K	﹤0.01%	3150
2025 Q3	$4.05K	Hold	55	–	–	﹤0.01%	3430
2025 Q2	$3.74K	Sell	55 -110	-67%	-$7.01K	﹤0.01%	3423
2025 Q1	$10.4K	Hold	165	–	–	﹤0.01%	3300
2024 Q4	$10.9K	Hold	165	–	–	﹤0.01%	3331
2024 Q3	$10.9K	Buy	+165	New	+$10.5K	﹤0.01%	3651
2024 Q2	–	Sell	-20	Closed	-$1.22K	–	4296
2024 Q1	$1.22K	Buy	+20	New	+$1.14K	﹤0.01%	3806

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

Bank of Montreal's XSMO Position: Q2 2026 in Review

Bank of Montreal reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 94% in Q2 2026, selling an estimated $70.1K and leaving 55 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3732.

Bank of Montreal first reported a position in XSMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $66K in Q1 2026. 274 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Bank of Montreal held 55 shares of Invesco S&P SmallCap Momentum ETF worth $5.15K as of Q2 2026.
Bank of Montreal sold 813 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $70.1K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3732 holding.
Bank of Montreal first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2024 and has held it in 9 quarters since.
Bank of Montreal's Invesco S&P SmallCap Momentum ETF position peaked at $66K in Q1 2026.
274 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.