Corient Private Wealth
XSMO icon

Corient Private Wealth’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Corient Private Wealth’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 		$271K Buy
2,896
+73
+3% +$6.29K ﹤0.01% 2617
2026
Q1 		$215K Hold
2,823
– – ﹤0.01% 2522
2025
Q4 		$203K Buy
2,823
+22
+0.8% +$1.6K ﹤0.01% 2419
2025
Q3 		$206K Buy
+2,801
New +$198K ﹤0.01% 2336

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

Corient Private Wealth's XSMO Position: Q2 2026 in Review

Corient Private Wealth increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 2.6% in Q2 2026, buying an estimated $6.29K and bringing the position to 2,896 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

Corient Private Wealth first reported a position in XSMO in Q3 2025 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Corient Private Wealth held 2,896 shares of Invesco S&P SmallCap Momentum ETF worth $271K as of Q2 2026.
  • Corient Private Wealth bought 73 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $6.29K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2617 holding.
  • Corient Private Wealth first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.