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Parkside Financial Bank & Trust’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Parkside Financial Bank & Trust’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 		$46.3K Buy
609
+1
+0.2% +$77 ﹤0.01% 987
2025
Q4 		$43.8K Buy
608
+1
+0.2% +$73 ﹤0.01% 1014
2025
Q3 		$44.7K Buy
607
+1
+0.2% +$71 ﹤0.01% 973
2025
Q2 		$41.2K Buy
+606
New +$38.6K ﹤0.01% 963

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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

Parkside Financial Bank & Trust's XSMO Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.16% in Q1 2026, buying an estimated $77 and bringing the position to 609 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Parkside Financial Bank & Trust first reported a position in XSMO in Q2 2025 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Parkside Financial Bank & Trust held 609 shares of Invesco S&P SmallCap Momentum ETF worth $46.3K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 1 Invesco S&P SmallCap Momentum ETF share in Q1 2026, an estimated $77.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #987 holding.
  • Parkside Financial Bank & Trust first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.