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

Renaissance Technologies’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
2025 Q4	–	Sell	-5,400	Closed	-$397K	–	3833
2025 Q3	$397K	Sell	5,400 -1,600	-23%	-$113K	﹤0.01%	2883
2025 Q2	$476K	Buy	+7,000	New	+$446K	﹤0.01%	2856
2025 Q1	–	Sell	-3,100	Closed	-$205K	–	3900
2024 Q4	$205K	Buy	+3,100	New	+$213K	﹤0.01%	3163

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Renaissance Technologies's XSMO Position: Q4 2025 in Review

Renaissance Technologies sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2025, closing a stake of 5,400 shares — an estimated $397K sold.

Renaissance Technologies first reported a position in XSMO in Q4 2024 and held it in 3 quarters. The position peaked at $476K in Q2 2025. 279 funds tracked by Wall St. Rank hold XSMO as of Q4 2025.

Renaissance Technologies reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
Renaissance Technologies sold 5,400 Invesco S&P SmallCap Momentum ETF shares in Q4 2025, an estimated $397K.
Renaissance Technologies first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and held it in 3 quarters.
Renaissance Technologies's Invesco S&P SmallCap Momentum ETF position peaked at $476K in Q2 2025.
279 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.