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Edmond de Rothschild Holding’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Edmond de Rothschild Holding’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
2025
Q4 		– Sell
-750
Closed -$55.2K – 611
2025
Q3 		$55.2K Hold
750
– – ﹤0.01% 459
2025
Q2 		$51K Hold
750
– – ﹤0.01% 449
2025
Q1 		$47.1K Buy
+750
New +$49.3K ﹤0.01% 465

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Edmond de Rothschild Holding's XSMO Position: Q4 2025 in Review

Edmond de Rothschild Holding sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2025, closing a stake of 750 shares — an estimated $55.2K sold.

Edmond de Rothschild Holding first reported a position in XSMO in Q1 2025 and held it in 3 quarters. The position peaked at $55.2K in Q3 2025. 279 funds tracked by Wall St. Rank hold XSMO as of Q4 2025.

  • Edmond de Rothschild Holding reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 750 Invesco S&P SmallCap Momentum ETF shares in Q4 2025, an estimated $55.2K.
  • Edmond de Rothschild Holding first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and held it in 3 quarters.
  • Edmond de Rothschild Holding's Invesco S&P SmallCap Momentum ETF position peaked at $55.2K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2025, filed 17 Feb 2026.