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BOLTON SECURITIES CORPORATION’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$782K Buy
+10,288
New +$794K 0.04% 418
2025
Q3 		$747K Buy
+10,149
New +$717K 0.04% 418

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XSMO Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2026: 10,288 shares worth $782K. The stake represents 0.04% of the portfolio and ranks #418 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in XSMO as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in XSMO in Q3 2025 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 10,288 shares of Invesco S&P SmallCap Momentum ETF worth $782K as of Q1 2026.
  • Invesco S&P SmallCap Momentum ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Invesco S&P SmallCap Momentum ETF made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #418 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.