Seaview Investment Managers’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Seaview Investment Managers’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	$5.72M	Buy	61,072 +1,543	+3%	+$133K	1.71%	27
2026 Q1	$4.53M	Buy	59,529 +962	+2%	+$74.2K	1.63%	28
2025 Q4	$4.22M	Buy	58,567 +42,750	+270%	+$3.11M	1.59%	28
2025 Q3	$1.16M	Buy	+15,817	New	+$1.12M	0.43%	38

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Seaview Investment Managers's XSMO Position: Q2 2026 in Review

Seaview Investment Managers increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 2.6% in Q2 2026, buying an estimated $133K and bringing the position to 61,072 shares worth $5.72M. The position accounts for 1.71% of the portfolio, ranked #27.

Seaview Investment Managers first reported a position in XSMO in Q3 2025 and has held it in 4 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Seaview Investment Managers held 61,072 shares of Invesco S&P SmallCap Momentum ETF worth $5.72M as of Q2 2026.
Seaview Investment Managers bought 1,543 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $133K.
Invesco S&P SmallCap Momentum ETF made up 1.71% of Seaview Investment Managers's portfolio in Q2 2026, its #27 holding.
Seaview Investment Managers first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.