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

Cliff Asness’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 		$783K Buy
8,366
+1,873
+29% +$161K ﹤0.01% 3145
2026
Q1 		$494K Buy
6,493
+936
+17% +$72.2K ﹤0.01% 3133
2025
Q4 		$400K Sell
5,557
-159
-3% -$11.6K ﹤0.01% 3031
2025
Q3 		$421K Buy
5,716
+2,741
+92% +$194K ﹤0.01% 2897
2025
Q2 		$202K Buy
+2,975
New +$190K ﹤0.01% 3042

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Cliff Asness's XSMO Position: Q2 2026 in Review

Cliff Asness increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 29% in Q2 2026, buying an estimated $161K and bringing the position to 8,366 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #3145.

Cliff Asness first reported a position in XSMO in Q2 2025 and has held it in 5 quarters since. 321 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Cliff Asness held 8,366 shares of Invesco S&P SmallCap Momentum ETF worth $783K as of Q2 2026.
  • Cliff Asness bought 1,873 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $161K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3145 holding.
  • Cliff Asness first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 321 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.