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

Equitable Holdings’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	$3.16M	Buy	43,785 +25,786	+143%	+$1.99M	0.02%	580
2025 Q4	$1.3M	Sell	17,999 -36,135	-67%	-$2.63M	0.01%	777
2025 Q3	$3.98M	Buy	54,134 +5,760	+12%	+$407K	0.03%	413
2025 Q2	$3.29M	Buy	48,374 +5,219	+12%	+$333K	0.03%	437
2025 Q1	$2.71M	Buy	43,155 +9,072	+27%	+$597K	0.03%	435
2024 Q4	$2.25M	Buy	34,083 +5,811	+21%	+$399K	0.02%	455
2024 Q3	$1.87M	Buy	28,272 +9,937	+54%	+$633K	0.02%	510
2024 Q2	$1.1M	Buy	18,335 +11,290	+160%	+$673K	0.01%	630
2024 Q1	$425K	Buy	+7,045	New	+$402K	﹤0.01%	858

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings's XSMO Position: Q1 2026 in Review

Equitable Holdings increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 143% in Q1 2026, buying an estimated $1.99M and bringing the position to 43,785 shares worth $3.16M. The position accounts for 0.02% of the portfolio, ranked #580.

Equitable Holdings first reported a position in XSMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.98M in Q3 2025. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Equitable Holdings held 43,785 shares of Invesco S&P SmallCap Momentum ETF worth $3.16M as of Q1 2026.
Equitable Holdings bought 25,786 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $1.99M.
Invesco S&P SmallCap Momentum ETF made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #580 holding.
Equitable Holdings first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2024 and has held it in 9 quarters since.
Equitable Holdings's Invesco S&P SmallCap Momentum ETF position peaked at $3.98M in Q3 2025.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.