William Blair & Company
XSMO icon

William Blair & Company’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

William Blair & Company’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 		$272K Buy
2,907
+55
+2% +$4.74K ﹤0.01% 1460
2026
Q1 		$217K Buy
2,852
+301
+12% +$23.2K ﹤0.01% 1452
2025
Q4 		$184K Buy
2,551
+1,777
+230% +$129K ﹤0.01% 1484
2025
Q3 		$56.9K Buy
774
+767
+10,957% +$54.2K ﹤0.01% 1624
2025
Q2 		$477 Sell
7
-1,934
-100% -$123K ﹤0.01% 1817
2025
Q1 		$122K Buy
1,941
+140
+8% +$9.21K ﹤0.01% 1470
2024
Q4 		$119K Buy
+1,801
New +$124K ﹤0.01% 1510

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

William Blair & Company's XSMO Position: Q2 2026 in Review

William Blair & Company increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.9% in Q2 2026, buying an estimated $4.74K and bringing the position to 2,907 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

William Blair & Company first reported a position in XSMO in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • William Blair & Company held 2,907 shares of Invesco S&P SmallCap Momentum ETF worth $272K as of Q2 2026.
  • William Blair & Company bought 55 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $4.74K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1460 holding.
  • William Blair & Company first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.