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Per Stirling Capital Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Per Stirling Capital Management’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 		$2.1M Buy
+22,473
New +$1.94M 0.2% 94
2025
Q1 		– Sell
-9,716
Closed -$642K – 278
2024
Q4 		$642K Buy
+9,716
New +$668K 0.09% 137

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

Per Stirling Capital Management's XSMO Position: Q2 2026 in Review

Per Stirling Capital Management opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 22,473 shares worth $2.1M. The stake represents 0.2% of the portfolio and ranks #94 among its holdings. This is a return to the name: Per Stirling Capital Management previously reported a position in XSMO as recently as Q4 2024.

Per Stirling Capital Management first reported a position in XSMO in Q4 2024 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Per Stirling Capital Management held 22,473 shares of Invesco S&P SmallCap Momentum ETF worth $2.1M as of Q2 2026.
  • Invesco S&P SmallCap Momentum ETF was a new Per Stirling Capital Management position in Q2 2026.
  • Invesco S&P SmallCap Momentum ETF made up 0.2% of Per Stirling Capital Management's portfolio in Q2 2026, its #94 holding.
  • Per Stirling Capital Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.