WA
XSMO icon

Waverly Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Waverly Advisors’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 		$1.91M Buy
25,136
+10,915
+77% +$842K 0.01% 654
2025
Q4 		$1.02M Buy
14,221
+3,707
+35% +$270K 0.01% 756
2025
Q3 		$774K Buy
+10,514
New +$743K 0.01% 707

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

Waverly Advisors's XSMO Position: Q1 2026 in Review

Waverly Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 77% in Q1 2026, buying an estimated $842K and bringing the position to 25,136 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #654.

Waverly Advisors first reported a position in XSMO in Q3 2025 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Waverly Advisors held 25,136 shares of Invesco S&P SmallCap Momentum ETF worth $1.91M as of Q1 2026.
  • Waverly Advisors bought 10,915 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $842K.
  • Invesco S&P SmallCap Momentum ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #654 holding.
  • Waverly Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.