Russell Investments Group
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Russell Investments Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Russell Investments Group’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 		$7.02K Buy
+75
New +$6.46K ﹤0.01% 3996
2026
Q1 		– Sell
-3,080
Closed -$222K – 4335
2025
Q4 		$222K Buy
+3,080
New +$224K ﹤0.01% 2811

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWA
River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Russell Investments Group's XSMO Position: Q2 2026 in Review

Russell Investments Group opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 75 shares worth $7.02K. The stake represents ﹤0.01% of the portfolio and ranks #3996 among its holdings. This is a return to the name: Russell Investments Group previously reported a position in XSMO as recently as Q4 2025.

Russell Investments Group first reported a position in XSMO in Q4 2025 and has held it in 2 quarters since. The position peaked at $222K in Q4 2025. 206 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Russell Investments Group held 75 shares of Invesco S&P SmallCap Momentum ETF worth $7.02K as of Q2 2026.
  • Invesco S&P SmallCap Momentum ETF was a new Russell Investments Group position in Q2 2026.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3996 holding.
  • Russell Investments Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • Russell Investments Group's Invesco S&P SmallCap Momentum ETF position peaked at $222K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.