Jim Simons
XSMO icon

Jim Simons’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Jim Simons’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
-5,400
Closed -$397K – 3833
2025
Q3 		$397K Sell
5,400
-1,600
-23% -$113K ﹤0.01% 2883
2025
Q2 		$476K Buy
+7,000
New +$446K ﹤0.01% 2856
2025
Q1 		– Sell
-3,100
Closed -$205K – 3900
2024
Q4 		$205K Buy
+3,100
New +$213K ﹤0.01% 3163

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 $68.3B AUM 20.5% 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 $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jim Simons's XSMO Position: Q4 2025 in Review

Jim Simons sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2025, closing a stake of 5,400 shares — an estimated $397K sold.

Jim Simons first reported a position in XSMO in Q4 2024 and held it in 3 quarters. The position peaked at $476K in Q2 2025. 279 funds tracked by Wall St. Rank hold XSMO as of Q4 2025.

  • Jim Simons reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 5,400 Invesco S&P SmallCap Momentum ETF shares in Q4 2025, an estimated $397K.
  • Jim Simons first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and held it in 3 quarters.
  • Jim Simons's Invesco S&P SmallCap Momentum ETF position peaked at $476K in Q2 2025.
  • 279 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.