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Whittier Trust’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Whittier Trust’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
2025
Q4 		– Sell
-900
Closed -$66.2K – 1439
2025
Q3 		$66.2K Hold
900
– – ﹤0.01% 797
2025
Q2 		$61.2K Buy
+900
New +$57.4K ﹤0.01% 898

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Whittier Trust's XSMO Position: Q4 2025 in Review

Whittier Trust sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2025, closing a stake of 900 shares — an estimated $66.2K sold.

Whittier Trust first reported a position in XSMO in Q2 2025 and held it in 2 quarters. The position peaked at $66.2K in Q3 2025. 279 funds tracked by Wall St. Rank hold XSMO as of Q4 2025.

  • Whittier Trust reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 900 Invesco S&P SmallCap Momentum ETF shares in Q4 2025, an estimated $66.2K.
  • Whittier Trust first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and held it in 2 quarters.
  • Whittier Trust's Invesco S&P SmallCap Momentum ETF position peaked at $66.2K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.