Cerity Partners
XSMO icon

Cerity Partners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Cerity Partners’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 		$1.15M Buy
12,315
+2,081
+20% +$179K ﹤0.01% 1915
2026
Q1 		$778K Sell
10,234
-1,976
-16% -$152K ﹤0.01% 2002
2025
Q4 		$879K Buy
12,210
+372
+3% +$27.1K ﹤0.01% 1779
2025
Q3 		$871K Sell
11,838
-185
-2% -$13.1K ﹤0.01% 1657
2025
Q2 		$818K Buy
+12,023
New +$767K ﹤0.01% 1606

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Cerity Partners's XSMO Position: Q2 2026 in Review

Cerity Partners increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 20% in Q2 2026, buying an estimated $179K and bringing the position to 12,315 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Cerity Partners first reported a position in XSMO in Q2 2025 and has held it in 5 quarters since. 306 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Cerity Partners held 12,315 shares of Invesco S&P SmallCap Momentum ETF worth $1.15M as of Q2 2026.
  • Cerity Partners bought 2,081 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $179K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1915 holding.
  • Cerity Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 306 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.