YIH
XSMO icon

Y-Intercept (HK)’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Y-Intercept (HK)’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
-3,764
Closed -$277K – 2048
2025
Q3 		$277K Sell
3,764
-2,114
-36% -$149K 0.01% 1402
2025
Q2 		$400K Buy
+5,878
New +$375K 0.01% 1277

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 $786M AUM 21.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK)'s XSMO Position: Q4 2025 in Review

Y-Intercept (HK) sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2025, closing a stake of 3,764 shares — an estimated $277K sold.

Y-Intercept (HK) first reported a position in XSMO in Q2 2025 and held it in 2 quarters. The position peaked at $400K in Q2 2025. 279 funds tracked by Wall St. Rank hold XSMO as of Q4 2025.

  • Y-Intercept (HK) reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 3,764 Invesco S&P SmallCap Momentum ETF shares in Q4 2025, an estimated $277K.
  • Y-Intercept (HK) first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and held it in 2 quarters.
  • Y-Intercept (HK)'s Invesco S&P SmallCap Momentum ETF position peaked at $400K in Q2 2025.
  • 279 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2025.

Based on Y-Intercept (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.