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 Q2	$2.26M	Sell	24,136 -19,649	-45%	-$1.69M	0.01%	699
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 $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

Equitable Holdings's XSMO Position: Q2 2026 in Review

Equitable Holdings reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 45% in Q2 2026, selling an estimated $1.69M and leaving 24,136 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #699.

Equitable Holdings first reported a position in XSMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.98M in Q3 2025. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Equitable Holdings held 24,136 shares of Invesco S&P SmallCap Momentum ETF worth $2.26M as of Q2 2026.
Equitable Holdings sold 19,649 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $1.69M.
Invesco S&P SmallCap Momentum ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #699 holding.
Equitable Holdings first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2024 and has held it in 10 quarters since.
Equitable Holdings's Invesco S&P SmallCap Momentum ETF position peaked at $3.98M in Q3 2025.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.