Envestnet Portfolio Solutions’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Envestnet Portfolio Solutions’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	$11.4M	Buy	122,014 +1,468	+1%	+$126K	0.05%	202
2026 Q1	$9.16M	Sell	120,546 -20,090	-14%	-$1.55M	0.05%	203
2025 Q4	$10.1M	Buy	140,636 +5,095	+4%	+$371K	0.04%	236
2025 Q3	$9.97M	Buy	135,541 +4,937	+4%	+$349K	0.04%	232
2025 Q2	$8.88M	Buy	130,604 +8,057	+7%	+$514K	0.03%	249
2025 Q1	$7.69M	Buy	122,547 +18,978	+18%	+$1.25M	0.03%	274
2024 Q4	$6.85M	Buy	103,569 +14,074	+16%	+$967K	0.02%	330
2024 Q3	$5.92M	Buy	+89,495	New	+$5.7M	0.02%	348

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Portfolio Solutions's XSMO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.2% in Q2 2026, buying an estimated $126K and bringing the position to 122,014 shares worth $11.4M. The position accounts for 0.05% of the portfolio, ranked #202.

Envestnet Portfolio Solutions first reported a position in XSMO in Q3 2024 and has held it in 8 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Envestnet Portfolio Solutions held 122,014 shares of Invesco S&P SmallCap Momentum ETF worth $11.4M as of Q2 2026.
Envestnet Portfolio Solutions bought 1,468 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $126K.
Invesco S&P SmallCap Momentum ETF made up 0.05% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #202 holding.
Envestnet Portfolio Solutions first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.