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

Citigroup’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 		$4.28M Buy
56,315
+887
+2% +$68.4K ﹤0.01% 2087
2025
Q4 		$3.99M Buy
55,428
+2,566
+5% +$187K ﹤0.01% 2183
2025
Q3 		$3.89M Buy
52,862
+1,706
+3% +$121K ﹤0.01% 2163
2025
Q2 		$3.48M Sell
51,156
-9,133
-15% -$582K ﹤0.01% 2197
2025
Q1 		$3.78M Sell
60,289
-81,522
-57% -$5.36M ﹤0.01% 2169
2024
Q4 		$9.38M Buy
141,811
+8,734
+7% +$600K 0.01% 1422
2024
Q3 		$8.81M Buy
133,077
+7,546
+6% +$480K 0.01% 1407
2024
Q2 		$7.54M Buy
125,531
+31,415
+33% +$1.87M ﹤0.01% 1398
2024
Q1 		$5.68M Buy
94,116
+86,155
+1,082% +$4.92M ﹤0.01% 1620
2023
Q4 		$451K Buy
7,961
+2,576
+48% +$129K ﹤0.01% 3475
2023
Q3 		$261K Buy
5,385
+220
+4% +$10.9K ﹤0.01% 3512
2023
Q2 		$250K Buy
5,165
+636
+14% +$29.1K ﹤0.01% 3785
2023
Q1 		$210K Sell
4,529
-159
-3% -$7.61K ﹤0.01% 3708
2022
Q4 		$221K Buy
4,688
+211
+5% +$10.2K ﹤0.01% 3664
2022
Q3 		$194K Buy
4,477
+32
+0.7% +$1.51K ﹤0.01% 3802
2022
Q2 		$195K Sell
4,445
-95
-2% -$4.56K ﹤0.01% 3867
2022
Q1 		$236K Buy
4,540
+828
+22% +$42.9K ﹤0.01% 3993
2021
Q4 		$209K Sell
3,712
-157
-4% -$8.89K ﹤0.01% 4339
2021
Q3 		$206K Sell
3,869
-643
-14% -$34K ﹤0.01% 4104
2021
Q2 		$247K Sell
4,512
-236
-5% -$12.3K ﹤0.01% 4140
2021
Q1 		$247K Sell
4,748
-1,318
-22% -$69K ﹤0.01% 3904
2020
Q4 		$288K Buy
6,066
+97
+2% +$4.29K ﹤0.01% 4702
2020
Q3 		$239K Sell
5,969
-857
-13% -$33.7K ﹤0.01% 4493
2020
Q2 		$247K Buy
6,826
+114
+2% +$3.77K ﹤0.01% 4861
2020
Q1 		$197K Sell
6,712
-601
-8% -$22.1K ﹤0.01% 4759
2019
Q4 		$288K Buy
7,313
+770
+12% +$29.4K ﹤0.01% 4884
2019
Q3 		$244K Buy
6,543
+183
+3% +$6.92K ﹤0.01% 4982
2019
Q2 		$239K Buy
6,360
+122
+2% +$4.49K ﹤0.01% 5105
2019
Q1 		$227K Buy
6,238
+563
+10% +$19.8K ﹤0.01% 4980
2018
Q4 		$175K Buy
5,675
+488
+9% +$16.7K ﹤0.01% 5150
2018
Q3 		$207K Buy
5,187
+500
+11% +$19.5K ﹤0.01% 5220
2018
Q2 		$171K Buy
+4,687
New +$166K ﹤0.01% 5215

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 $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup's XSMO Position: Q1 2026 in Review

Citigroup increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.6% in Q1 2026, buying an estimated $68.4K and bringing the position to 56,315 shares worth $4.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Citigroup first reported a position in XSMO in Q2 2018 and has held it in 32 quarters since. The position peaked at $9.38M in Q4 2024. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Citigroup held 56,315 shares of Invesco S&P SmallCap Momentum ETF worth $4.28M as of Q1 2026.
  • Citigroup bought 887 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $68.4K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2087 holding.
  • Citigroup first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2018 and has held it in 32 quarters since.
  • Citigroup's Invesco S&P SmallCap Momentum ETF position peaked at $9.38M in Q4 2024.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.