Jones Financial Companies
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Jones Financial Companies’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Jones Financial Companies’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 		$47.8M Buy
525,103
+136,142
+35% +$11.7M 0.02% 422
2026
Q1 		$29.2M Buy
388,961
+94,709
+32% +$7.31M 0.01% 490
2025
Q4 		$21.2M Buy
294,252
+50,589
+21% +$3.68M 0.01% 311
2025
Q3 		$17.8M Buy
243,663
+90,410
+59% +$6.39M 0.01% 305
2025
Q2 		$10.4M Buy
153,253
+52,578
+52% +$3.35M 0.01% 350
2025
Q1 		$6.13M Buy
100,675
+29,639
+42% +$1.95M 0.01% 380
2024
Q4 		$4.7M Buy
71,036
+24,105
+51% +$1.66M ﹤0.01% 370
2024
Q3 		$3.09M Buy
46,931
+18,187
+63% +$1.16M ﹤0.01% 368
2024
Q2 		$1.73M Buy
28,744
+12,267
+74% +$731K ﹤0.01% 344
2024
Q1 		$994K Buy
+16,477
New +$941K ﹤0.01% 263

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 22.9% 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

Jones Financial Companies's XSMO Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 35% in Q2 2026, buying an estimated $11.7M and bringing the position to 525,103 shares worth $47.8M. The position accounts for 0.02% of the portfolio, ranked #422.

Jones Financial Companies first reported a position in XSMO in Q1 2024 and has held it in 10 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Jones Financial Companies held 525,103 shares of Invesco S&P SmallCap Momentum ETF worth $47.8M as of Q2 2026.
  • Jones Financial Companies bought 136,142 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $11.7M.
  • Invesco S&P SmallCap Momentum ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #422 holding.
  • Jones Financial Companies first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2024 and has held it in 10 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.