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Disclosery

XSMO INVESCO EXCHANGE TRADED FD T

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S&P SMLCP MOMENT (fund)

249 managers (251 13F filers) reported a position in XSMO shares at 2025-09-30, 19,043,821 shares in all. 36 filers opened a position and 13 filers sold out during the quarter.

Managers
249
13F filers
251
New
36
Added
128
Reduced
58
Sold out
13
Shares held by filers
19,043,821

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
360 Financial, Inc.2,046$215K0.07%new13F-HRTimeline
Capital Square, LLC2,868$211K0.11%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,842$209K0.01%+93013F-HRTimelineGroup
TCP Asset Management, LLC2,814$207K0.04%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,801$206K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,458$181K<0.01%+1,09613F-HRTimelineGroup
AE Wealth Management LLC1,962$144K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,732$127K0.01%+44013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,687$124K<0.01%+313F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,429$105K0.02%-1,11013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,309$96.3K<0.01%-57313F-HRTimelineGroup
Guerra Advisors Inc1,300$95.7K0.04%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,248$91.8K<0.01%+9813F-HRTimelineGroup
Cape Investment Advisory, Inc.1,210$89K0.09%+31413F-HRTimeline
HOEY INVESTMENTS, INC1,080$79.5K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,059$77.9K0.03%+16513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC931$68.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO900$66.2K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL774$56.9K<0.01%+76713F-HRTimeline
GODSEY & GIBB, INC770$56.6K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …750$55.2K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…706$51.9K<0.01%-7,15213F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…671$49.4K0.03%new13F-HRTimeline
Parkside Financial Bank & Trust607$44.7K<0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC600$44.1K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.591$43.5K0.04%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.535$40K0.01%+37513F-HRTimeline
MGB Wealth Management, LLC404$29.7K0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…340$25K<0.01%+113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO281$20.7K<0.01%+18413F-HR/ATimelineGroup
Archer Investment Corp274$20.2K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.258$19K<0.01%-14413F-HRTimeline
New Republic Capital, LLC250$18.4K0.01%013F-HRTimeline
McIlrath & Eck, LLC153$11.3K<0.01%new13F-HRTimeline
Allworth Financial LP151$11.1K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC139$10.2K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/130$9.56K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.124$9.12K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…108$7.95K<0.01%-1,13613F-HRTimelineGroup
Sunbelt Securities, Inc.98$7.21K<0.01%+1813F-HRTimeline
Abound Wealth Management97$7.15K<0.01%013F-HRTimeline
Anchor Investment Management, LLC84$6.18K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC59$4.34K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/55$4.05K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management55$4.05K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…49$3.62K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.44$3.24K<0.01%-21113F-HRTimeline
JFS WEALTH ADVISORS, LLC30$2.21K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp25$1.79K<0.01%013F-HRTimeline