William Blair & Company
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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
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 $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

William Blair & Company's XSMO Position: Q1 2026 in Review

William Blair & Company increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 12% in Q1 2026, buying an estimated $23.2K and bringing the position to 2,852 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

William Blair & Company first reported a position in XSMO in Q4 2024 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • William Blair & Company held 2,852 shares of Invesco S&P SmallCap Momentum ETF worth $217K as of Q1 2026.
  • William Blair & Company bought 301 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $23.2K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1452 holding.
  • William Blair & Company first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • 296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.