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

&Partners’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 		$623K Buy
8,198
+108
+1% +$8.33K ﹤0.01% 1574
2025
Q4 		$583K Buy
8,090
+1,289
+19% +$93.9K ﹤0.01% 1528
2025
Q3 		$500K Buy
6,801
+44
+0.7% +$3.11K ﹤0.01% 1437
2025
Q2 		$460K Buy
6,757
+342
+5% +$21.8K ﹤0.01% 1400
2025
Q1 		$390K Buy
6,415
+1,490
+30% +$98K ﹤0.01% 1257
2024
Q4 		$330K Buy
4,925
+1,636
+50% +$112K ﹤0.01% 1284
2024
Q3 		$218K Buy
+3,289
New +$209K ﹤0.01% 1266

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

&Partners's XSMO Position: Q1 2026 in Review

&Partners increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.3% in Q1 2026, buying an estimated $8.33K and bringing the position to 8,198 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

&Partners first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • &Partners held 8,198 shares of Invesco S&P SmallCap Momentum ETF worth $623K as of Q1 2026.
  • &Partners bought 108 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $8.33K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1574 holding.
  • &Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.