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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
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
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 $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vise Technologies's XSMO Position: Q1 2026 in Review

Vise Technologies held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q1 2026 at 18,840 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #490.

Vise Technologies first reported a position in XSMO in Q2 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Vise Technologies held 18,840 shares of Invesco S&P SmallCap Momentum ETF worth $1.36M as of Q1 2026.
  • Vise Technologies left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q1 2026.
  • Invesco S&P SmallCap Momentum ETF made up 0.03% of Vise Technologies's portfolio in Q1 2026, its #490 holding.
  • Vise Technologies first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2024 and has held it in 7 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.