HighTower Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

HighTower Advisors’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	$29.2M	Buy	312,119 +33,574	+12%	+$2.89M	0.03%	531
2026 Q1	$21.2M	Buy	278,545 +55,379	+25%	+$4.27M	0.02%	597
2025 Q4	$16.1M	Buy	223,166 +166,427	+293%	+$12.1M	0.02%	683
2025 Q3	$4.17M	Buy	56,739 +49,176	+650%	+$3.48M	﹤0.01%	1220
2025 Q2	$514K	Buy	7,563 +198	+3%	+$12.6K	﹤0.01%	2501
2025 Q1	$462K	Buy	7,365 +44	+0.6%	+$2.89K	﹤0.01%	2529
2024 Q4	$484K	Buy	7,321 +926	+14%	+$63.7K	﹤0.01%	2493
2024 Q3	$423K	Buy	6,395 +1,618	+34%	+$103K	﹤0.01%	2531
2024 Q2	$287K	Buy	4,777 +843	+21%	+$50.3K	﹤0.01%	2746
2024 Q1	$237K	Buy	+3,934	New	+$225K	﹤0.01%	2874
2023 Q1	–	Sell	-11,407	Closed	-$539K	–	3701
2022 Q4	$539K	Buy	+11,407	New	+$553K	﹤0.01%	2086
2021 Q2	–	Sell	-4,291	Closed	-$222K	–	3427
2021 Q1	$222K	Buy	+4,291	New	+$225K	﹤0.01%	2524

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

HighTower Advisors's XSMO Position: Q2 2026 in Review

HighTower Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 12% in Q2 2026, buying an estimated $2.89M and bringing the position to 312,119 shares worth $29.2M. The position accounts for 0.03% of the portfolio, ranked #531.

HighTower Advisors first reported a position in XSMO in Q1 2021 and has held it in 12 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

HighTower Advisors held 312,119 shares of Invesco S&P SmallCap Momentum ETF worth $29.2M as of Q2 2026.
HighTower Advisors bought 33,574 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $2.89M.
Invesco S&P SmallCap Momentum ETF made up 0.03% of HighTower Advisors's portfolio in Q2 2026, its #531 holding.
HighTower Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2021 and has held it in 12 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.