Citadel Advisors
XSMO icon

Citadel Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Citadel 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
Q1 		– Sell
-10,831
Closed -$780K – 14402
2025
Q4 		$780K Buy
+10,831
New +$789K ﹤0.01% 7968
2025
Q3 		– Sell
-6,390
Closed -$435K – 14307
2025
Q2 		$435K Sell
6,390
-48,340
-88% -$3.08M ﹤0.01% 8958
2025
Q1 		$3.43M Buy
+54,730
New +$3.6M ﹤0.01% 4530
2024
Q4 		– Sell
-10,146
Closed -$672K – 15509
2024
Q3 		$672K Buy
+10,146
New +$646K ﹤0.01% 7642
2024
Q2 		– Sell
-8,676
Closed -$523K – 15574
2024
Q1 		$523K Sell
8,676
-1,176
-12% -$67.1K ﹤0.01% 8293
2023
Q4 		$558K Buy
+9,852
New +$494K ﹤0.01% 7860
2023
Q3 		– Sell
-19,686
Closed -$954K – 15244
2023
Q2 		$954K Buy
+19,686
New +$901K ﹤0.01% 6556
2023
Q1 		– Sell
-14,848
Closed -$700K – 15621
2022
Q4 		$700K Sell
14,848
-1,533
-9% -$74.3K ﹤0.01% 7539
2022
Q3 		$710K Buy
+16,381
New +$773K ﹤0.01% 7721
2022
Q1 		– Sell
-4,709
Closed -$266K – 14726
2021
Q4 		$266K Buy
+4,709
New +$267K ﹤0.01% 11190
2021
Q3 		– Sell
-19,671
Closed -$1.08M – 14782
2021
Q2 		$1.08M Buy
+19,671
New +$1.02M ﹤0.01% 8188
2020
Q4 		– Sell
-9,948
Closed -$398K – 11617
2020
Q3 		$398K Buy
+9,948
New +$391K ﹤0.01% 7678
2020
Q2 		– Sell
-9,968
Closed -$292K – 10620
2020
Q1 		$292K Buy
+9,968
New +$367K ﹤0.01% 7389
2019
Q4 		– Sell
-47,301
Closed -$1.76M – 9862
2019
Q3 		$1.76M Buy
47,301
+40,847
+633% +$1.54M ﹤0.01% 4682
2019
Q2 		$242K Sell
6,454
-12,636
-66% -$465K ﹤0.01% 7915
2019
Q1 		$695K Sell
19,090
-123,206
-87% -$4.33M ﹤0.01% 6235
2018
Q4 		$4.39M Buy
+142,296
New +$4.87M ﹤0.01% 2976

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors's XSMO Position: Q1 2026 in Review

Citadel Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2026, closing a stake of 10,831 shares — an estimated $780K sold.

Citadel Advisors first reported a position in XSMO in Q4 2018 and held it in 17 quarters. The position peaked at $4.39M in Q4 2018. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Citadel Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 10,831 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $780K.
  • Citadel Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2018 and held it in 17 quarters.
  • Citadel Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $4.39M in Q4 2018.
  • 296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.