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

Betterment LLC’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	$348K	Sell	3,716 -2,559	-41%	-$221K	﹤0.01%	553
2026 Q1	$477K	Sell	6,275 -10,088	-62%	-$778K	﹤0.01%	446
2025 Q4	$1.18M	Sell	16,363 -279	-2%	-$20.3K	﹤0.01%	289
2025 Q3	$1.22M	Sell	16,642 -1,349	-7%	-$95.3K	﹤0.01%	278
2025 Q2	$1.22M	Buy	17,991 +456	+3%	+$29.1K	﹤0.01%	257
2025 Q1	$1.1M	Buy	17,535 +1,569	+10%	+$103K	﹤0.01%	247
2024 Q4	$1.06M	Buy	15,966 +1,444	+10%	+$99.3K	﹤0.01%	246
2024 Q3	$961K	Buy	14,522 +1,789	+14%	+$114K	﹤0.01%	242
2024 Q2	$765K	Buy	12,733 +7,955	+166%	+$474K	﹤0.01%	245
2024 Q1	$288K	Buy	+4,778	New	+$273K	﹤0.01%	315

Other funds holding XSMO

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Betterment LLC's XSMO Position: Q2 2026 in Review

Betterment LLC reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 41% in Q2 2026, selling an estimated $221K and leaving 3,716 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Betterment LLC first reported a position in XSMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q3 2025. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Betterment LLC held 3,716 shares of Invesco S&P SmallCap Momentum ETF worth $348K as of Q2 2026.
Betterment LLC sold 2,559 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $221K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #553 holding.
Betterment LLC first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2024 and has held it in 10 quarters since.
Betterment LLC's Invesco S&P SmallCap Momentum ETF position peaked at $1.22M in Q3 2025.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.