Chicago Partners Investment Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Chicago Partners Investment Group’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	$2.06M	Sell	23,374 -1,818	-7%	-$157K	0.04%	354
2026 Q1	$2.14M	Buy	25,192 +9,185	+57%	+$709K	0.05%	308
2025 Q4	$1.23M	Buy	16,007 +7,357	+85%	+$536K	0.03%	409
2025 Q3	$636K	Buy	+8,650	New	+$611K	0.02%	571

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

Chicago Partners Investment Group's XSMO Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 7.2% in Q2 2026, selling an estimated $157K and leaving 23,374 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #354.

Chicago Partners Investment Group first reported a position in XSMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.14M in Q1 2026. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Chicago Partners Investment Group held 23,374 shares of Invesco S&P SmallCap Momentum ETF worth $2.06M as of Q2 2026.
Chicago Partners Investment Group sold 1,818 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $157K.
Invesco S&P SmallCap Momentum ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #354 holding.
Chicago Partners Investment Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
Chicago Partners Investment Group's Invesco S&P SmallCap Momentum ETF position peaked at $2.14M in Q1 2026.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.