KCM
XSMO icon

Kendall Capital Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Kendall Capital Management’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
Q1 		$1.29M Hold
17,000
– – 0.26% 95
2025
Q4 		$1.22M Hold
17,000
– – 0.26% 99
2025
Q3 		$1.25M Hold
17,000
– – 0.28% 90
2025
Q2 		$1.16M Buy
+17,000
New +$1.08M 0.31% 87

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kendall Capital Management's XSMO Position: Q1 2026 in Review

Kendall Capital Management held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q1 2026 at 17,000 shares worth $1.29M. The position accounts for 0.26% of the portfolio, ranked #95.

Kendall Capital Management first reported a position in XSMO in Q2 2025 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Kendall Capital Management held 17,000 shares of Invesco S&P SmallCap Momentum ETF worth $1.29M as of Q1 2026.
  • Kendall Capital Management left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q1 2026.
  • Invesco S&P SmallCap Momentum ETF made up 0.26% of Kendall Capital Management's portfolio in Q1 2026, its #95 holding.
  • Kendall Capital Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.