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Perennial Investment Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Perennial Investment Advisors’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 		$2.22M Buy
29,208
+615
+2% +$47.5K 0.18% 106
2025
Q4 		$2.06M Buy
28,593
+3,953
+16% +$288K 0.16% 110
2025
Q3 		$1.81M Buy
24,640
+2,693
+12% +$190K 0.15% 119
2025
Q2 		$1.49M Buy
21,947
+8,518
+63% +$543K 0.14% 133
2025
Q1 		$843K Buy
+13,429
New +$883K 0.09% 180

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

Perennial Investment Advisors's XSMO Position: Q1 2026 in Review

Perennial Investment Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 2.2% in Q1 2026, buying an estimated $47.5K and bringing the position to 29,208 shares worth $2.22M. The position accounts for 0.18% of the portfolio, ranked #106.

Perennial Investment Advisors first reported a position in XSMO in Q1 2025 and has held it in 5 quarters since. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Perennial Investment Advisors held 29,208 shares of Invesco S&P SmallCap Momentum ETF worth $2.22M as of Q1 2026.
  • Perennial Investment Advisors bought 615 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $47.5K.
  • Invesco S&P SmallCap Momentum ETF made up 0.18% of Perennial Investment Advisors's portfolio in Q1 2026, its #106 holding.
  • Perennial Investment Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 5 quarters since.
  • 296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.