Vise Technologies’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Vise Technologies’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	$1.51M	Sell	16,158 -2,682	-14%	-$231K	0.02%	627
2026 Q1	$1.36M	Hold	18,840	–	–	0.03%	490
2025 Q4	$1.36M	Buy	18,840 +5,174	+38%	+$377K	0.03%	491
2025 Q3	$1.01M	Sell	13,666 -602	-4%	-$42.6K	0.04%	426
2025 Q2	$971K	Buy	+14,268	New	+$910K	0.04%	435
2024 Q4	$352K	Buy	5,326 +2,023	+61%	+$139K	0.03%	539
2024 Q3	$219K	Sell	3,303 -4,090	-55%	-$260K	0.03%	546
2024 Q2	$444K	Buy	+7,393	New	+$441K	0.08%	244

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Vise Technologies's XSMO Position: Q2 2026 in Review

Vise Technologies reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 14% in Q2 2026, selling an estimated $231K and leaving 16,158 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #627.

Vise Technologies first reported a position in XSMO in Q2 2024 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Vise Technologies held 16,158 shares of Invesco S&P SmallCap Momentum ETF worth $1.51M as of Q2 2026.
Vise Technologies sold 2,682 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $231K.
Invesco S&P SmallCap Momentum ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #627 holding.
Vise Technologies first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2024 and has held it in 8 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.