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

UBS 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 		$1.32M Buy
14,060
+1,060
+8% +$91.3K ﹤0.01% 5491
2026
Q1 		$988K Sell
13,000
-17,543
-57% -$1.35M ﹤0.01% 5570
2025
Q4 		$2.2M Buy
30,543
+20,252
+197% +$1.47M ﹤0.01% 4890
2025
Q3 		$757K Buy
+10,291
New +$727K ﹤0.01% 5785
2025
Q2 		– Sell
-4,000
Closed -$251K – 10904
2025
Q1 		$251K Buy
4,000
+2,500
+167% +$164K ﹤0.01% 6383
2024
Q4 		$99.2K Sell
1,500
-2,500
-63% -$172K ﹤0.01% 6881
2024
Q3 		$265K Buy
+4,000
New +$255K ﹤0.01% 5668
2024
Q1 		– Sell
-53
Closed -$3K – 10116
2023
Q4 		$3K Sell
53
-301
-85% -$15.1K ﹤0.01% 8024
2023
Q3 		$17.2K Sell
354
-2,519
-88% -$125K ﹤0.01% 6885
2023
Q2 		$139K Buy
2,873
+2,225
+343% +$102K ﹤0.01% 5749
2023
Q1 		$30K Buy
+648
New +$31K ﹤0.01% 6801
2022
Q3 		– Sell
-437
Closed -$19K – 11010
2022
Q2 		$19K Buy
+437
New +$21K ﹤0.01% 6955
2021
Q4 		– Sell
-2,071
Closed -$110K – 10779
2021
Q3 		$110K Buy
2,071
+1,080
+109% +$57.2K ﹤0.01% 5773
2021
Q2 		$54K Buy
991
+129
+15% +$6.71K ﹤0.01% 6364
2021
Q1 		$45K Sell
862
-2,540
-75% -$133K ﹤0.01% 6667
2020
Q4 		$162K Buy
3,402
+1,899
+126% +$83.9K ﹤0.01% 5370
2020
Q3 		$60K Buy
+1,503
New +$59K ﹤0.01% 5511
2020
Q1 		– Sell
-569
Closed -$22K – 8487
2019
Q4 		$22K Sell
569
-381
-40% -$14.6K ﹤0.01% 6826
2019
Q3 		$35K Sell
950
-4,797
-83% -$181K ﹤0.01% 6403
2019
Q2 		$216K Sell
5,747
-13,208
-70% -$486K ﹤0.01% 4879
2019
Q1 		$690K Buy
18,955
+9,702
+105% +$341K ﹤0.01% 3838
2018
Q4 		$286K Buy
9,253
+1,057
+13% +$36.1K ﹤0.01% 4668
2018
Q3 		$326K Sell
8,196
-518
-6% -$20.2K ﹤0.01% 4709
2018
Q2 		$319K Buy
+8,714
New +$309K ﹤0.01% 4642

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

UBS Group's XSMO Position: Q2 2026 in Review

UBS Group increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 8.2% in Q2 2026, buying an estimated $91.3K and bringing the position to 14,060 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #5491.

UBS Group first reported a position in XSMO in Q2 2018 and has held it in 24 quarters since. The position peaked at $2.2M in Q4 2025. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • UBS Group held 14,060 shares of Invesco S&P SmallCap Momentum ETF worth $1.32M as of Q2 2026.
  • UBS Group bought 1,060 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $91.3K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5491 holding.
  • UBS Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2018 and has held it in 24 quarters since.
  • UBS Group's Invesco S&P SmallCap Momentum ETF position peaked at $2.2M in Q4 2025.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.