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Tower Research Capital (TRC)’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Tower Research Capital (TRC)’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 		$150K Sell
1,606
-6,356
-80% -$548K ﹤0.01% 1901
2026
Q1 		$605K Buy
+7,962
New +$614K 0.02% 793
2025
Q4 		– Sell
-706
Closed -$51.9K – 5667
2025
Q3 		$51.9K Sell
706
-7,152
-91% -$506K ﹤0.01% 2504
2025
Q2 		$535K Sell
7,858
-6,554
-45% -$418K 0.01% 927
2025
Q1 		$904K Buy
+14,412
New +$948K 0.03% 544
2024
Q4 		– Sell
-1,286
Closed -$85.1K – 6053
2024
Q3 		$85.1K Buy
+1,286
New +$81.9K ﹤0.01% 2349
2022
Q3 		– Sell
-10,966
Closed -$481K – 6551
2022
Q2 		$481K Buy
10,966
+8,687
+381% +$417K 0.01% 1160
2022
Q1 		$118K Sell
2,279
-7,543
-77% -$390K ﹤0.01% 2084
2021
Q4 		$554K Buy
9,822
+4,945
+101% +$280K 0.01% 1054
2021
Q3 		$260K Buy
4,877
+2,260
+86% +$120K 0.01% 1565
2021
Q2 		$143K Buy
2,617
+2,391
+1,058% +$124K ﹤0.01% 2155
2021
Q1 		$12K Buy
+226
New +$11.8K ﹤0.01% 4285
2020
Q4 		– Sell
-4,895
Closed -$196K – 5451
2020
Q3 		$196K Sell
4,895
-2,338
-32% -$91.8K ﹤0.01% 2598
2020
Q2 		$261K Buy
+7,233
New +$240K 0.01% 1569

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

Tower Research Capital (TRC)'s XSMO Position: Q2 2026 in Review

Tower Research Capital (TRC) reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 80% in Q2 2026, selling an estimated $548K and leaving 1,606 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Tower Research Capital (TRC) first reported a position in XSMO in Q2 2020 and has held it in 14 quarters since. The position peaked at $904K in Q1 2025. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Tower Research Capital (TRC) held 1,606 shares of Invesco S&P SmallCap Momentum ETF worth $150K as of Q2 2026.
  • Tower Research Capital (TRC) sold 6,356 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $548K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #1901 holding.
  • Tower Research Capital (TRC) first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2020 and has held it in 14 quarters since.
  • Tower Research Capital (TRC)'s Invesco S&P SmallCap Momentum ETF position peaked at $904K in Q1 2025.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.