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XSMO INVESCO EXCHANGE TRADED FD T

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S&P SMLCP MOMENT (fund)

229 managers (231 13F filers) reported a position in XSMO shares at 2025-06-30, 18,188,847 shares in all. 41 filers opened a position and 22 filers sold out during the quarter.

Managers
229
13F filers
231
New
41
Added
109
Reduced
50
Sold out
22
Shares held by filers
18,188,847

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Glass Jacobson Investment Advisors llc894$60.8K0.02%+1713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …750$51K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust606$41.2K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC600$40.8K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.590$40.2K0.04%13F-HRTimeline
Global Retirement Partners, LLC479$32.6K<0.01%13F-HRTimeline
MGB Wealth Management, LLC403$27.4K0.01%013F-HRTimeline
Beacon Capital Management, Inc.402$27.3K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…339$23.1K<0.01%013F-HRTimelineGroup
Archer Investment Corp274$18.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.255$17.3K0.01%+8513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS253$17.2K0.01%013F-HRTimeline
New Republic Capital, LLC250$17K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…244$16.6K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.160$11K<0.01%new13F-HRTimeline
Allworth Financial LP151$10.3K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.150$10.2K<0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/130$8.83K<0.01%013F-HR/ATimelineGroup
Pinnacle Bancorp, Inc.124$8.43K<0.01%013F-HRTimeline
Abound Wealth Management97$6.61K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO97$6.6K<0.01%+7713F-HRTimelineGroup
Sunbelt Securities, Inc.80$5.29K<0.01%013F-HRTimeline
SIGNATUREFD, LLC59$4.01K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/55$3.74K<0.01%-11013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management55$3.74K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp25$1.7K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL7$477<0.01%-1,93413F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC5$346<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.