Cetera Investment Advisers’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Cetera Investment Advisers’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 Q1	$66.1M	Buy	870,093 +59,526	+7%	+$4.59M	0.07%	279
2025 Q4	$58.4M	Buy	810,567 +221,567	+38%	+$16.1M	0.06%	289
2025 Q3	$43.3M	Sell	589,000 -689,102	-54%	-$48.7M	0.05%	370
2025 Q2	$86.9M	Buy	1,278,102 +103,022	+9%	+$6.57M	0.15%	141
2025 Q1	$73.7M	Buy	1,175,080 +142,861	+14%	+$9.4M	0.14%	141
2024 Q4	$68.2M	Buy	1,032,219 +934,757	+959%	+$64.3M	0.14%	146
2024 Q3	$6.45M	Buy	97,462 +18,498	+23%	+$1.18M	0.01%	878
2024 Q2	$4.74M	Buy	78,964 +59,942	+315%	+$3.57M	0.01%	1028
2024 Q1	$1.15M	Buy	19,022 +11,956	+169%	+$683K	﹤0.01%	1960
2023 Q4	$400K	Buy	+7,066	New	+$354K	﹤0.01%	1614

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers's XSMO Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 7.3% in Q1 2026, buying an estimated $4.59M and bringing the position to 870,093 shares worth $66.1M. The position accounts for 0.07% of the portfolio, ranked #279.

Cetera Investment Advisers first reported a position in XSMO in Q4 2023 and has held it in 10 quarters since. The position peaked at $86.9M in Q2 2025. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Cetera Investment Advisers held 870,093 shares of Invesco S&P SmallCap Momentum ETF worth $66.1M as of Q1 2026.
Cetera Investment Advisers bought 59,526 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $4.59M.
Invesco S&P SmallCap Momentum ETF made up 0.07% of Cetera Investment Advisers's portfolio in Q1 2026, its #279 holding.
Cetera Investment Advisers first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2023 and has held it in 10 quarters since.
Cetera Investment Advisers's Invesco S&P SmallCap Momentum ETF position peaked at $86.9M in Q2 2025.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.