Stifel Financial
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Stifel Financial’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Stifel Financial’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 		$19.4M Buy
255,832
+776
+0.3% +$59.9K 0.02% 649
2025
Q4 		$18.4M Buy
255,056
+30,227
+13% +$2.2M 0.02% 669
2025
Q3 		$16.5M Buy
224,829
+7,111
+3% +$503K 0.02% 702
2025
Q2 		$14.8M Buy
217,718
+21,801
+11% +$1.39M 0.01% 718
2025
Q1 		$12.3M Sell
195,917
-9,651
-5% -$635K 0.01% 761
2024
Q4 		$13.6M Sell
205,568
-2,124
-1% -$146K 0.01% 733
2024
Q3 		$13.7M Buy
207,692
+36,235
+21% +$2.31M 0.01% 743
2024
Q2 		$10.3M Buy
171,457
+165,030
+2,568% +$9.84M 0.01% 806
2024
Q1 		$388K Sell
6,427
-194
-3% -$11.1K ﹤0.01% 2752
2023
Q4 		$375K Buy
+6,621
New +$332K ﹤0.01% 2716
2023
Q2 		– Sell
-110,613
Closed -$5.12M – 3430
2023
Q1 		$5.12M Buy
110,613
+104,001
+1,573% +$4.98M 0.01% 1002
2022
Q4 		$312K Buy
+6,612
New +$320K ﹤0.01% 2738

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

Stifel Financial's XSMO Position: Q1 2026 in Review

Stifel Financial increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.3% in Q1 2026, buying an estimated $59.9K and bringing the position to 255,832 shares worth $19.4M. The position accounts for 0.02% of the portfolio, ranked #649.

Stifel Financial first reported a position in XSMO in Q4 2022 and has held it in 12 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Stifel Financial held 255,832 shares of Invesco S&P SmallCap Momentum ETF worth $19.4M as of Q1 2026.
  • Stifel Financial bought 776 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $59.9K.
  • Invesco S&P SmallCap Momentum ETF made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #649 holding.
  • Stifel Financial first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2022 and has held it in 12 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.