Fidelity Investments
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Fidelity Investments’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Fidelity Investments’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 		$526K Buy
6,916
+2,509
+57% +$194K ﹤0.01% 3108
2025
Q4 		$317K Buy
4,407
+940
+27% +$68.4K ﹤0.01% 3249
2025
Q3 		$255K Buy
3,467
+506
+17% +$35.8K ﹤0.01% 3262
2025
Q2 		$201K Buy
2,961
+596
+25% +$38K ﹤0.01% 3303
2025
Q1 		$148K Sell
2,365
-612
-21% -$40.3K ﹤0.01% 3366
2024
Q4 		$197K Buy
2,977
+805
+37% +$55.3K ﹤0.01% 3275
2024
Q3 		$144K Buy
2,172
+879
+68% +$56K ﹤0.01% 3312
2024
Q2 		$77.6K Buy
1,293
+992
+330% +$59.1K ﹤0.01% 3411
2024
Q1 		$18.2K Buy
301
+136
+82% +$7.76K ﹤0.01% 4055
2023
Q4 		$9.37K Buy
165
+161
+4,025% +$8.08K ﹤0.01% 4254
2023
Q3 		$194 Hold
4
– – ﹤0.01% 4790
2023
Q2 		$194 Hold
4
– – ﹤0.01% 4911
2023
Q1 		$185 Hold
4
– – ﹤0.01% 4860
2022
Q4 		$189 Sell
4
-4
-50% -$194 ﹤0.01% 4828
2022
Q3 		$0 Buy
8
+4
+100% +$189 ﹤0.01% 5473
2022
Q2 		$0 Hold
4
– – ﹤0.01% 5554
2022
Q1 		$0 Buy
+4
New +$207 ﹤0.01% 5549

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $786M AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments's XSMO Position: Q1 2026 in Review

Fidelity Investments increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 57% in Q1 2026, buying an estimated $194K and bringing the position to 6,916 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #3108.

Fidelity Investments first reported a position in XSMO in Q1 2022 and has held it in 17 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Fidelity Investments held 6,916 shares of Invesco S&P SmallCap Momentum ETF worth $526K as of Q1 2026.
  • Fidelity Investments bought 2,509 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $194K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3108 holding.
  • Fidelity Investments first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2022 and has held it in 17 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.