P
XSMO icon

&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
Q2 		$2.38M Buy
25,411
+17,213
+210% +$1.48M 0.01% 931
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 $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

&Partners's XSMO Position: Q2 2026 in Review

&Partners increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 210% in Q2 2026, buying an estimated $1.48M and bringing the position to 25,411 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #931.

&Partners first reported a position in XSMO in Q3 2024 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • &Partners held 25,411 shares of Invesco S&P SmallCap Momentum ETF worth $2.38M as of Q2 2026.
  • &Partners bought 17,213 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $1.48M.
  • Invesco S&P SmallCap Momentum ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #931 holding.
  • &Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.