Bank of New York Mellon’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Bank of New York Mellon’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	$489K	Buy	+5,220	New	+$450K	﹤0.01%	3762

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

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

RWA

River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon's XSMO Position: Q2 2026 in Review

Bank of New York Mellon opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 5,220 shares worth $489K. The stake represents ﹤0.01% of the portfolio and ranks #3762 among its holdings.

233 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Bank of New York Mellon held 5,220 shares of Invesco S&P SmallCap Momentum ETF worth $489K as of Q2 2026.
Invesco S&P SmallCap Momentum ETF was a new Bank of New York Mellon position in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3762 holding.
233 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.