Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Cambridge Investment Research Advisors’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 		$34.6M Buy
369,666
+98,381
+36% +$8.48M 0.08% 261
2026
Q1 		$20.6M Buy
271,285
+86,395
+47% +$6.67M 0.05% 373
2025
Q4 		$13.3M Sell
184,890
-27,317
-13% -$1.99M 0.04% 490
2025
Q3 		$15.6M Buy
212,207
+14,949
+8% +$1.06M 0.04% 430
2025
Q2 		$13.4M Buy
197,258
+117,064
+146% +$7.47M 0.04% 443
2025
Q1 		$5.03M Sell
80,194
-62,893
-44% -$4.14M 0.02% 800
2024
Q4 		$9.46M Buy
143,087
+1,838
+1% +$126K 0.03% 509
2024
Q3 		$9.35M Buy
141,249
+20,428
+17% +$1.3M 0.03% 531
2024
Q2 		$7.25M Buy
120,821
+3,061
+3% +$182K 0.03% 585
2024
Q1 		$7.1M Buy
117,760
+21,504
+22% +$1.23M 0.03% 586
2023
Q4 		$5.45M Buy
96,256
+71,208
+284% +$3.57M 0.02% 662
2023
Q3 		$1.22M Sell
25,048
-8,319
-25% -$412K 0.01% 1442
2023
Q2 		$1.62M Sell
33,367
-13,871
-29% -$635K 0.01% 1294
2023
Q1 		$2.19M Sell
47,238
-9,500
-17% -$455K 0.01% 1077
2022
Q4 		$2.67M Buy
56,738
+9,332
+20% +$452K 0.01% 921
2022
Q3 		$2.06M Sell
47,406
-10,836
-19% -$511K 0.01% 1013
2022
Q2 		$2.56M Buy
58,242
+3,113
+6% +$149K 0.01% 930
2022
Q1 		$2.86M Buy
55,129
+5,583
+11% +$289K 0.01% 945
2021
Q4 		$2.8M Buy
49,546
+1,691
+4% +$95.7K 0.01% 960
2021
Q3 		$2.55M Buy
47,855
+250
+0.5% +$13.2K 0.01% 960
2021
Q2 		$2.6M Buy
47,605
+3,127
+7% +$163K 0.01% 970
2021
Q1 		$2.31M Sell
44,478
-301
-0.7% -$15.8K 0.01% 937
2020
Q4 		$2.13M Sell
44,779
-8,323
-16% -$368K 0.01% 893
2020
Q3 		$2.13M Sell
53,102
-9,549
-15% -$375K 0.01% 774
2020
Q2 		$2.26M Sell
62,651
-3,007
-5% -$99.6K 0.02% 717
2020
Q1 		$1.92M Buy
65,658
+12,675
+24% +$467K 0.02% 685
2019
Q4 		$2.09M Buy
52,983
+44,804
+548% +$1.71M 0.02% 771
2019
Q3 		$305K Sell
8,179
-1,237
-13% -$46.8K ﹤0.01% 1813
2019
Q2 		$353K Buy
9,416
+931
+11% +$34.3K ﹤0.01% 1651
2019
Q1 		$309K Buy
8,485
+1,300
+18% +$45.7K ﹤0.01% 1789
2018
Q4 		$222K Sell
7,185
-13,485
-65% -$461K ﹤0.01% 1851
2018
Q3 		$823K Buy
20,670
+12,356
+149% +$481K 0.01% 1143
2018
Q2 		$304K Buy
+8,314
New +$295K ﹤0.01% 1719

Other funds holding XSMO

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $177M AUM 22.36% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors's XSMO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 36% in Q2 2026, buying an estimated $8.48M and bringing the position to 369,666 shares worth $34.6M. The position accounts for 0.08% of the portfolio, ranked #261.

Cambridge Investment Research Advisors first reported a position in XSMO in Q2 2018 and has held it in 33 quarters since. 137 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Cambridge Investment Research Advisors held 369,666 shares of Invesco S&P SmallCap Momentum ETF worth $34.6M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 98,381 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $8.48M.
  • Invesco S&P SmallCap Momentum ETF made up 0.08% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #261 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2018 and has held it in 33 quarters since.
  • 137 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.