Janney Montgomery Scott
XSMO icon

Janney Montgomery Scott’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Janney Montgomery Scott’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 		$24.9M Buy
+265,499
New +$22.9M 0.05% 383
2026
Q1 		– Sell
-261,483
Closed -$18.8M – 3084
2025
Q4 		$18.8M Sell
261,483
-3,639
-1% -$265K 0.04% 389
2025
Q3 		$19.5M Buy
265,122
+45,666
+21% +$3.23M 0.05% 366
2025
Q2 		$14.9M Buy
219,456
+23,084
+12% +$1.47M 0.04% 413
2025
Q1 		$12.3M Buy
196,372
+78,291
+66% +$5.15M 0.03% 466
2024
Q4 		$7.81M Buy
118,081
+8,906
+8% +$612K 0.02% 627
2024
Q3 		$7.23M Buy
109,175
+24,725
+29% +$1.57M 0.02% 639
2024
Q2 		$5.07M Buy
84,450
+1,383
+2% +$82.5K 0.02% 726
2024
Q1 		$5.01M Buy
83,067
+7,774
+10% +$444K 0.01% 763
2023
Q4 		$4.27M Buy
75,293
+68,862
+1,071% +$3.45M 0.01% 796
2023
Q3 		$312K Hold
6,431
– – ﹤0.01% 2111
2023
Q2 		$312K Hold
6,431
– – ﹤0.01% 2203
2023
Q1 		$298K Buy
6,431
+711
+12% +$34K ﹤0.01% 2053
2022
Q4 		$270K Sell
5,720
-100
-2% -$4.85K ﹤0.01% 2197
2022
Q3 		$252K Sell
5,820
-210
-3% -$9.91K ﹤0.01% 2129
2022
Q2 		$270K Sell
6,030
-3,339
-36% -$160K ﹤0.01% 1976
2022
Q1 		$487K Buy
9,369
+5
+0.1% +$259 ﹤0.01% 1621
2021
Q4 		$528K Buy
9,364
+274
+3% +$15.5K ﹤0.01% 1683
2021
Q3 		$484K Buy
9,090
+217
+2% +$11.5K ﹤0.01% 1678
2021
Q2 		$486K Sell
8,873
-562
-6% -$29.2K ﹤0.01% 1657
2021
Q1 		$491K Buy
9,435
+348
+4% +$18.2K ﹤0.01% 1569
2020
Q4 		$431K Buy
9,087
+776
+9% +$34.3K ﹤0.01% 1664
2020
Q3 		$333K Sell
8,311
-867
-9% -$34.1K ﹤0.01% 1643
2020
Q2 		$332K Sell
9,178
-753
-8% -$24.9K ﹤0.01% 1576
2020
Q1 		$291K Sell
9,931
-13,767
-58% -$507K ﹤0.01% 1499
2019
Q4 		$934K Sell
23,698
-1,320
-5% -$50.4K 0.01% 1128
2019
Q3 		$932K Sell
25,018
-3,491
-12% -$132K 0.01% 1076
2019
Q2 		$1.07M Buy
28,509
+620
+2% +$22.8K 0.01% 1014
2019
Q1 		$1.01M Buy
27,889
+1,486
+6% +$52.3K 0.01% 1015
2018
Q4 		$815K Buy
26,403
+1,813
+7% +$62K 0.01% 1037
2018
Q3 		$979K Buy
+24,590
New +$958K 0.01% 1049

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Janney Montgomery Scott's XSMO Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 265,499 shares worth $24.9M. The stake represents 0.05% of the portfolio and ranks #383 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in XSMO as recently as Q4 2025.

Janney Montgomery Scott first reported a position in XSMO in Q3 2018 and has held it in 31 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Janney Montgomery Scott held 265,499 shares of Invesco S&P SmallCap Momentum ETF worth $24.9M as of Q2 2026.
  • Invesco S&P SmallCap Momentum ETF was a new Janney Montgomery Scott position in Q2 2026.
  • Invesco S&P SmallCap Momentum ETF made up 0.05% of Janney Montgomery Scott's portfolio in Q2 2026, its #383 holding.
  • Janney Montgomery Scott first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2018 and has held it in 31 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.