MML Investors Services
XSMO icon

MML Investors Services’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

MML Investors Services’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 		$8.01M Sell
105,400
-45,787
-30% -$3.53M 0.02% 627
2025
Q4 		$10.9M Buy
151,187
+14,552
+11% +$1.06M 0.03% 543
2025
Q3 		$10.1M Sell
136,635
-6,393
-4% -$452K 0.03% 547
2025
Q2 		$9.73M Buy
143,028
+22,014
+18% +$1.4M 0.03% 533
2025
Q1 		$7.59M Buy
121,014
+69,863
+137% +$4.6M 0.03% 576
2024
Q4 		$3.38M Sell
51,151
-7,412
-13% -$510K 0.01% 870
2024
Q3 		$3.88M Buy
58,563
+27,474
+88% +$1.75M 0.01% 793
2024
Q2 		$1.87M Buy
31,089
+13,331
+75% +$795K 0.01% 1069
2024
Q1 		$1.07M Buy
17,758
+12,141
+216% +$693K ﹤0.01% 1391
2023
Q4 		$318K Sell
5,617
-72
-1% -$3.61K ﹤0.01% 2014
2023
Q3 		$276K Sell
5,689
-2,313
-29% -$115K ﹤0.01% 1976
2023
Q2 		$388K Buy
8,002
+430
+6% +$19.7K ﹤0.01% 1785
2023
Q1 		$351K Buy
7,572
+357
+5% +$17.1K ﹤0.01% 1591
2022
Q4 		$340K Sell
7,215
-5
-0.1% -$242 ﹤0.01% 1696
2022
Q3 		$313K Sell
7,220
-106
-1% -$5K ﹤0.01% 1659
2022
Q2 		$321K Sell
7,326
-2,472
-25% -$119K ﹤0.01% 1634
2022
Q1 		$509K Sell
9,798
-2,867
-23% -$148K ﹤0.01% 1437
2021
Q4 		$715K Sell
12,665
-151
-1% -$8.55K 0.01% 1218
2021
Q3 		$683K Sell
12,816
-7,685
-37% -$407K 0.01% 1207
2021
Q2 		$1.12M Buy
20,501
+7,914
+63% +$412K 0.01% 951
2021
Q1 		$655K Sell
12,587
-1,265
-9% -$66.2K 0.01% 1127
2020
Q4 		$658K Sell
13,852
-280
-2% -$12.4K 0.01% 1024
2020
Q3 		$566K Buy
14,132
+2,423
+21% +$95.2K 0.01% 985
2020
Q2 		$423K Buy
11,709
+3,177
+37% +$105K 0.01% 1070
2020
Q1 		$250K Buy
8,532
+2,756
+48% +$101K ﹤0.01% 1165
2019
Q4 		$228K Buy
+5,776
New +$221K ﹤0.01% 1372

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 $786M AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services's XSMO Position: Q1 2026 in Review

MML Investors Services reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 30% in Q1 2026, selling an estimated $3.53M and leaving 105,400 shares worth $8.01M. The position accounts for 0.02% of the portfolio, ranked #627.

MML Investors Services first reported a position in XSMO in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.9M in Q4 2025. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • MML Investors Services held 105,400 shares of Invesco S&P SmallCap Momentum ETF worth $8.01M as of Q1 2026.
  • MML Investors Services sold 45,787 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $3.53M.
  • Invesco S&P SmallCap Momentum ETF made up 0.02% of MML Investors Services's portfolio in Q1 2026, its #627 holding.
  • MML Investors Services first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2019 and has held it in 26 quarters since.
  • MML Investors Services's Invesco S&P SmallCap Momentum ETF position peaked at $10.9M in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.