Marshall Investment Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Marshall Investment 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	$1.99M	Sell	26,156 -1,110	-4%	-$85.6K	0.95%	36
2025 Q4	$1.96M	Sell	27,266 -1,359	-5%	-$98.9K	0.99%	36
2025 Q3	$2.11M	Buy	+28,625	New	+$2.02M	1.11%	32
2025 Q2	–	Sell	-31,289	Closed	-$1.96M	–	242
2025 Q1	$1.96M	Sell	31,289 -2,320	-7%	-$153K	1.22%	31
2024 Q4	$2.22M	Buy	+33,609	New	+$2.31M	1.31%	31

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall Investment Management's XSMO Position: Q1 2026 in Review

Marshall Investment Management reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 4.1% in Q1 2026, selling an estimated $85.6K and leaving 26,156 shares worth $1.99M. The position accounts for 0.95% of the portfolio, ranked #36.

Marshall Investment Management first reported a position in XSMO in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.22M in Q4 2024. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Marshall Investment Management held 26,156 shares of Invesco S&P SmallCap Momentum ETF worth $1.99M as of Q1 2026.
Marshall Investment Management sold 1,110 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $85.6K.
Invesco S&P SmallCap Momentum ETF made up 0.95% of Marshall Investment Management's portfolio in Q1 2026, its #36 holding.
Marshall Investment Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 5 quarters since.
Marshall Investment Management's Invesco S&P SmallCap Momentum ETF position peaked at $2.22M in Q4 2024.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.