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
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 $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

UBS Group's XSMO Position: Q1 2026 in Review

UBS Group reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 57% in Q1 2026, selling an estimated $1.35M and leaving 13,000 shares worth $988K. The position accounts for ﹤0.01% of the portfolio, ranked #5570.

UBS Group first reported a position in XSMO in Q2 2018 and has held it in 23 quarters since. The position peaked at $2.2M in Q4 2025. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • UBS Group held 13,000 shares of Invesco S&P SmallCap Momentum ETF worth $988K as of Q1 2026.
  • UBS Group sold 17,543 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $1.35M.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5570 holding.
  • UBS Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2018 and has held it in 23 quarters since.
  • UBS Group's Invesco S&P SmallCap Momentum ETF position peaked at $2.2M in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.