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Disclosery

XSMO INVESCO EXCHANGE TRADED FD T

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S&P SMLCP MOMENT (fund)

278 managers (280 13F filers) reported a position in XSMO shares at 2025-12-31, 21,235,620 shares in all. 30 filers opened a position and 17 filers sold out during the quarter.

Managers
278
13F filers
280
New
30
Added
139
Reduced
69
Sold out
17
Shares held by filers
21,235,620

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Caprock Group, LLC3,999$288K0.01%-5413F-HRTimeline
WESTBOURNE INVESTMENTS, INC.3,958$285K0.13%+93213F-HRTimeline
Intrua Financial, LLC3,954$285K0.03%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,923$282K<0.01%-55513F-HRTimelineGroup
Creative Planningin group Creative Planning3,875$279K<0.01%+79313F-HRTimelineGroup
D'Orazio & Associates, Inc.3,835$276K0.04%+31013F-HRTimeline
Signal Advisors Wealth, LLC3,822$275K0.02%+29813F-HRTimeline
Cascade Wealth Advisors, Inc3,577$274K0.13%013F-HRTimeline
Discipline Wealth Solutions, LLC3,760$271K0.05%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,736$269K0.01%-3,56013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,705$267K<0.01%new13F-HRTimelineGroup
Bright Futures Wealth Management, LLC.3,634$262K0.19%+1913F-HRTimeline
Global Retirement Partners, LLC3,475$250K<0.01%-1,43413F-HRTimeline
EP Wealth Advisors, LLC3,468$250K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC3,415$246K<0.01%-67513F-HRTimeline
WEALTH ALLIANCE, LLC3,380$243K0.02%+813F-HRTimeline
TruWealth Advisors, LLC3,136$226K0.01%+113F-HRTimeline
Ullmann Wealth Partners Group, LLC3,110$223K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,080$222K<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,992$215K0.01%+213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,987$215K<0.01%+2,70613F-HRTimelineGroup
Sankala Group LLC2,659$212K0.17%13F-HRTimeline
Capital Square, LLC2,941$212K0.11%+7313F-HRTimeline
360 Financial, Inc.2,046$210K0.06%013F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,823$203K<0.01%+2213F-HR/ATimelineGroup
TCP Asset Management, LLC2,814$203K0.03%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,790$201K<0.01%new13F-HRTimelineGroup
ADG Wealth Management Group, LLC2,788$201K0.15%new13F-HRTimeline
BLAIR WILLIAM & CO/IL2,551$184K<0.01%+1,77713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,428$175K<0.01%-3013F-HRTimelineGroup
AE Wealth Management LLC2,048$147K<0.01%+8613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,689$122K<0.01%+213F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…1,686$121K0.08%+1,01513F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,531$110K0.02%+10213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,350$97.2K<0.01%+4113F-HRTimelineGroup
PRIVATE TRUST CO NA1,216$87.6K0.01%-51613F-HRTimeline
Cape Investment Advisory, Inc.1,210$87.1K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,150$82.8K<0.01%-9813F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,060$76.3K0.03%+113F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,055$76K0.01%13F-HRTimeline
OPTIMA CAPITAL LLC989$71.2K0.03%-34,89013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/868$62.5K<0.01%+81313F-HRTimelineGroup
Allworth Financial LP680$49K<0.01%+52913F-HRTimeline
Parkside Financial Bank & Trust608$43.8K<0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC600$43.2K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.592$42.6K0.04%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.535$39K0.01%013F-HRTimeline
New Republic Capital, LLC500$36K0.01%+25013F-HRTimeline
High Note Wealth, LLC456$32.8K0.01%new13F-HRTimeline
MGB Wealth Management, LLC405$29.1K0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…340$24.5K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.337$24.3K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC318$22.9K<0.01%new13F-HRTimeline
Archer Investment Corp274$19.7K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.239$17.2K<0.01%-1913F-HRTimeline
AlphaCore Capital LLC233$16.8K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC201$14.5K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.135$9.72K0.01%+9113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/130$9.35K<0.01%013F-HRTimelineGroup
GODSEY & GIBB, INC126$9.07K<0.01%-64413F-HRTimeline
Pinnacle Bancorp, Inc.124$8.93K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…108$7.78K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC100$7.2K<0.01%new13F-HRTimelineGroup
Garton & Associates Financial Advisors …100$7.2K<0.01%13F-HRTimeline
Sunbelt Securities, Inc.98$7.06K<0.01%013F-HRTimeline
Abound Wealth Management97$6.99K<0.01%013F-HRTimeline
Root Financial Partners, LLC93$6.7K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC59$4.25K<0.01%013F-HRTimeline
Strive Financial Group ,LLC56$4.03K<0.01%13F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management55$3.96K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.45$3.24K<0.01%new13F-HRTimeline
BFSG, LLC32$2.31K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp25$1.8K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC21$1.51K<0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20$1.44K<0.01%new13F-HRTimeline
Trust Co19$1.37K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd7$504<0.01%-26,20013F-HRTimeline
Global Wealth Strategies & Associates2$144<0.01%new13F-HRTimeline