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

Principal Securities’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 		$1.95M Buy
25,699
+860
+3% +$66.4K 0.03% 507
2025
Q4 		$1.79M Buy
24,839
+52
+0.2% +$3.79K 0.03% 515
2025
Q3 		$1.82M Buy
24,787
+290
+1% +$20.5K 0.03% 481
2025
Q2 		$1.67M Buy
24,497
+2,360
+11% +$151K 0.03% 463
2025
Q1 		$1.46M Hold
22,137
– – 0.03% 439
2024
Q4 		$1.46M Buy
22,137
+12,368
+127% +$850K 0.03% 437
2024
Q3 		$647K Sell
9,769
-107
-1% -$6.81K 0.02% 677
2024
Q2 		$593K Sell
9,876
-465
-4% -$27.7K 0.02% 644
2024
Q1 		$624K Sell
10,341
-343
-3% -$19.6K 0.02% 585
2023
Q4 		$605K Buy
+10,684
New +$536K 0.02% 538

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 $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities's XSMO Position: Q1 2026 in Review

Principal Securities increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 3.5% in Q1 2026, buying an estimated $66.4K and bringing the position to 25,699 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #507.

Principal Securities first reported a position in XSMO in Q4 2023 and has held it in 10 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Principal Securities held 25,699 shares of Invesco S&P SmallCap Momentum ETF worth $1.95M as of Q1 2026.
  • Principal Securities bought 860 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $66.4K.
  • Invesco S&P SmallCap Momentum ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #507 holding.
  • Principal Securities first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2023 and has held it in 10 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.