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Orion Portfolio Solutions’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Orion Portfolio 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
Q1 		$999K Buy
15,918
+1,924
+14% +$127K 0.01% 1090
2024
Q4 		$925K Buy
13,994
+1,619
+13% +$111K 0.01% 1096
2024
Q3 		$819K Buy
+12,375
New +$788K 0.01% 1144

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's XSMO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 14% in Q1 2025, buying an estimated $127K and bringing the position to 15,918 shares worth $999K. The position accounts for 0.01% of the portfolio, ranked #1090.

Orion Portfolio Solutions first reported a position in XSMO in Q3 2024 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold XSMO as of Q1 2025.

  • Orion Portfolio Solutions held 15,918 shares of Invesco S&P SmallCap Momentum ETF worth $999K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,924 Invesco S&P SmallCap Momentum ETF shares in Q1 2025, an estimated $127K.
  • Invesco S&P SmallCap Momentum ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1090 holding.
  • Orion Portfolio Solutions first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.