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
Q2 		$24.6M Buy
263,205
+7,373
+3% +$635K 0.02% 602
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 $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Stifel Financial's XSMO Position: Q2 2026 in Review

Stifel Financial increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 2.9% in Q2 2026, buying an estimated $635K and bringing the position to 263,205 shares worth $24.6M. The position accounts for 0.02% of the portfolio, ranked #602.

Stifel Financial first reported a position in XSMO in Q4 2022 and has held it in 13 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Stifel Financial held 263,205 shares of Invesco S&P SmallCap Momentum ETF worth $24.6M as of Q2 2026.
  • Stifel Financial bought 7,373 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $635K.
  • Invesco S&P SmallCap Momentum ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #602 holding.
  • Stifel Financial first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2022 and has held it in 13 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.