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

Marshall Wace’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 		– Sell
-8,600
Closed -$540K – 3255
2025
Q1 		$540K Buy
+8,600
New +$566K ﹤0.01% 2051

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 $691M AUM 14.96% 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

Marshall Wace's XSMO Position: Q2 2025 in Review

Marshall Wace sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2025, closing a stake of 8,600 shares — an estimated $540K sold.

Marshall Wace first reported a position in XSMO in Q1 2025 and held it in 1 quarter. The position peaked at $540K in Q1 2025. 230 funds tracked by Wall St. Rank hold XSMO as of Q2 2025.

  • Marshall Wace reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Wace sold 8,600 Invesco S&P SmallCap Momentum ETF shares in Q2 2025, an estimated $540K.
  • Marshall Wace first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Marshall Wace's Invesco S&P SmallCap Momentum ETF position peaked at $540K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2025.

Based on Marshall Wace's 13F filing for Q2 2025, filed 13 Aug 2025.