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 Q2	$86.9M	Buy	927,946 +57,853	+7%	+$4.99M	0.08%	251
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 $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

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Cetera Investment Advisers's XSMO Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 6.6% in Q2 2026, buying an estimated $4.99M and bringing the position to 927,946 shares worth $86.9M. The position accounts for 0.08% of the portfolio, ranked #251.

Cetera Investment Advisers first reported a position in XSMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $86.9M in Q2 2025. 323 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Cetera Investment Advisers held 927,946 shares of Invesco S&P SmallCap Momentum ETF worth $86.9M as of Q2 2026.
Cetera Investment Advisers bought 57,853 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $4.99M.
Invesco S&P SmallCap Momentum ETF made up 0.08% of Cetera Investment Advisers's portfolio in Q2 2026, its #251 holding.
Cetera Investment Advisers first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2023 and has held it in 11 quarters since.
Cetera Investment Advisers's Invesco S&P SmallCap Momentum ETF position peaked at $86.9M in Q2 2025.
323 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.