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Legacy Investment Solutions’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Legacy Investment Solutions’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
Q2 		$84.6K Buy
+1,244
New +$79.3K 0.04% 120
2024
Q4 		$113K Buy
1,633
+47
+3% +$3.23K 0.07% 84
2024
Q3 		$114K Buy
+1,586
New +$101K 0.07% 81

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Legacy Investment Solutions's XSMO Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2025: 1,244 shares worth $84.6K. The stake represents 0.04% of the portfolio and ranks #120 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in XSMO as recently as Q4 2024.

Legacy Investment Solutions first reported a position in XSMO in Q3 2024 and has held it in 3 quarters since. The position peaked at $114K in Q3 2024. 230 funds tracked by Wall St. Rank hold XSMO as of Q2 2025.

  • Legacy Investment Solutions held 1,244 shares of Invesco S&P SmallCap Momentum ETF worth $84.6K as of Q2 2025.
  • Invesco S&P SmallCap Momentum ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Invesco S&P SmallCap Momentum ETF made up 0.04% of Legacy Investment Solutions's portfolio in Q2 2025, its #120 holding.
  • Legacy Investment Solutions first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Invesco S&P SmallCap Momentum ETF position peaked at $114K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.