Harel Insurance Investments & Financial Services’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Harel Insurance Investments & Financial Services’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	-7,600	Closed	-$558K	–	491
2025 Q3	$558K	Sell	7,600 -400	-5%	-$28.3K	0.01%	224
2025 Q2	$544K	Hold	8,000	–	–	0.01%	219
2025 Q1	$502K	Sell	8,000 -9,650	-55%	-$635K	0.01%	195
2024 Q4	$1.17M	Buy	+17,650	New	+$1.21M	0.02%	129

Other funds holding XSMO

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harel Insurance Investments & Financial Services's XSMO Position: Q4 2025 in Review

Harel Insurance Investments & Financial Services sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2025, closing a stake of 7,600 shares — an estimated $558K sold.

Harel Insurance Investments & Financial Services first reported a position in XSMO in Q4 2024 and held it in 4 quarters. The position peaked at $1.17M in Q4 2024. 279 funds tracked by Wall St. Rank hold XSMO as of Q4 2025.

Harel Insurance Investments & Financial Services reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 7,600 Invesco S&P SmallCap Momentum ETF shares in Q4 2025, an estimated $558K.
Harel Insurance Investments & Financial Services first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's Invesco S&P SmallCap Momentum ETF position peaked at $1.17M in Q4 2024.
279 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.