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Disclosery

XSMO INVESCO EXCHANGE TRADED FD T

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S&P SMLCP MOMENT (fund)

202 managers (204 13F filers) reported a position in XSMO shares at 2024-12-31, 14,856,014 shares in all. 32 filers opened a position and 17 filers sold out during the quarter.

Managers
202
13F filers
204
New
32
Added
100
Reduced
30
Sold out
17
Shares held by filers
14,856,014

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC1,794,668$119M0.05%+524,44313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,444,061$95.5M+124,973Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,246,049$83.5M0.19%+49,17113F-HR/ATimelineGroup
Cetera Investment Advisers1,032,219$68.2M0.14%+934,75713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY827,073$54.7M<0.01%+390,80213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN636,714$42.1M0.01%+236,97013F-HRTimelineGroup
Steward Partners Investment Advisory, L…487,300$32.2M0.29%+6,03713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC463,735$30.7M0.01%13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/396,771$26.2M<0.01%+284,14913F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding293,812$19.4M+22,696Timeline
Marmo Financial Group, LLC262,311$17.3M9.36%-6,30213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…252,457$16.7M0.03%+90,90113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…237,115$15.7M0.03%+27,79713F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP205,568$13.6M0.01%-2,12413F-HRTimelineGroup
Focus Financial Network, Inc.203,782$13.5M0.54%-1,19413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…179,580$11.9M0.01%+86,96713F-HRTimelineGroup
Armbruster Capital Management, Inc.173,993$11.5M2.34%+42213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC150,914$9.98M0.01%+25,58713F-HRTimeline
Cambridge Investment Research Advisors,…143,087$9.46M0.03%+1,83813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC141,811$9.38M0.01%+8,73413F-HRTimelineGroup
CWM, LLCin group CWM, LLC134,500$8.89M0.04%+51,33213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA128,346$8.48M<0.01%+106,41513F-HRTimelineGroup
Systelligence, LLC123,801$8.18M2.02%+12,78613F-HRTimeline
Janney Montgomery Scott LLC118,081$7.81M0.02%+8,90613F-HRTimeline
NBZ Investment Advisors LLC111,229$7.35M4.12%13F-HRTimeline
Private Advisor Group, LLC110,040$7.27M0.04%+13,11713F-HRTimeline
HARBOUR INVESTMENTS, INC.108,121$7.15M0.21%+93,27613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP107,977$7.14M0.01%+9,90213F-HRTimelineGroup
Meridian Wealth Management, LLC106,237$7.02M0.33%-3,33013F-HRTimeline
Cooper Financial Group104,103$6.88M0.83%+11,04113F-HRTimeline
Provident Wealth Management, LLC95,688$6.33M2.11%+7,06613F-HRTimeline
Sequoia Financial Advisors, LLC92,709$6.13M0.06%new13F-HR/ATimeline
Uniting Wealth Partners, LLC91,382$6.04M2.92%13F-HRTimeline
Anderson Financial Strategies, LLC75,947$5.02M3.03%13F-HRTimeline
Guerra Advisors Inc74,548$4.93M2.73%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC74,129$4.9M0.56%+10,60313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP71,036$4.7M<0.01%+24,10513F-HRTimelineGroup
Snowden Capital Advisors LLC70,644$4.67M0.15%+3,03813F-HRTimeline
ADAPT WEALTH ADVISORS, LLC70,523$4.66M2.3%new13F-HRTimeline
USAdvisors Wealth Management, LLC70,486$4.66M1.51%+50,53513F-HRTimeline
SMITH, MOORE & CO.66,898$4.42M0.4%-1,89413F-HRTimeline
Visionary Wealth Advisors64,679$4.28M0.25%new13F-HRTimeline
Smart Money Group LLC62,033$4.1M1.42%new13F-HRTimeline
GPS Wealth Strategies Group, LLC61,536$4.07M0.52%+21,30013F-HRTimeline
Geneos Wealth Management Inc.59,548$3.94M0.14%+37413F-HRTimeline
Kingsview Wealth Management, LLC58,532$3.87M0.08%new13F-HRTimeline
Beacon Capital Management, Inc.57,896$3.83M0.17%-75513F-HRTimeline
RFG Advisory, LLC54,307$3.59M0.1%-1,14213F-HRTimeline
MML INVESTORS SERVICES, LLC51,151$3.38M0.01%-7,41213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.50,082$3.31M0.04%+27,50913F-HRTimelineGroup
THEORY FINANCIAL LLC49,181$3.25M1.36%-88213F-HRTimeline
NewEdge Advisors, LLC48,999$3.24M0.02%+17,86413F-HRTimeline
Sculati Wealth Management, LLC47,671$3.15M1.25%+27113F-HR/ATimeline
Noble Wealth Management PBC40,918$2.71M1.88%13F-HRTimeline
Mariner, LLCin group Mariner, LLC40,878$2.7M<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance40,776$2.7M0.04%new13F-HRTimeline
Prime Capital Investment Advisors, LLC40,484$2.68M0.04%+64513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.40,426$2.67M0.02%+28,19613F-HRTimeline
One Capital Management, LLC39,323$2.6M0.09%+6,71113F-HRTimeline
Prostatis Group LLC37,104$2.45M0.71%new13F-HRTimeline
Cobblestone Asset Management LLC35,627$2.36M1.54%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,083$2.25M0.02%+5,81113F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC33,609$2.22M1.31%13F-HRTimeline
Sanctuary Advisors, LLC30,951$2.16M0.01%+5,25713F-HRTimeline
Fiduciary Alliance LLC31,945$2.11M0.21%new13F-HRTimeline
Qube Research & Technologies Ltd30,468$2.01M<0.01%+29,56813F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…29,468$1.95M0.4%013F-HRTimelineGroup
Merit Financial Group, LLC28,914$1.91M0.03%+6,06713F-HRTimeline
PFG Advisors26,949$1.78M0.11%+2,03513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC24,701$1.63M0.1%+1,79413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,741$1.5M0.01%013F-HRTimeline
IFG Advisory, LLC22,165$1.47M0.08%+12513F-HRTimeline
Ausdal Financial Partners, Inc.22,158$1.46M0.13%+1,73913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,137$1.46M0.03%+12,36813F-HRTimelineGroup
Nova Wealth Management, Inc.21,958$1.45M1.26%13F-HRTimeline
Belpointe Asset Management LLC21,609$1.42M0.09%-16,19113F-HRTimeline
Fortis Capital Advisors, LLC21,609$1.42M0.49%-16,19113F-HRTimeline
Lodestone Wealth Management LLC21,527$1.42M0.71%+26113F-HRTimeline
Total Clarity Wealth Management, Inc.21,423$1.42M0.46%-77513F-HRTimeline
Institute for Wealth Management, LLC.21,393$1.41M0.18%-9513F-HRTimeline
Accel Wealth Management19,793$1.31M0.5%+3,36813F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC19,605$1.3M0.69%new13F-HRTimeline
New Insight Wealth Advisors18,711$1.24M0.62%+14,40913F-HRTimeline
JBR Co Financial Management Inc18,656$1.23M0.75%+9,71613F-HRTimeline
COMERICA BANK18,200$1.2M<0.01%+1,93913F-HR/ATimeline
Atria Investments, Inc17,850$1.18M0.01%+1,40413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…17,650$1.17M0.02%new13F-HRTimelineGroup
Mascagni Wealth Management, Inc.18,588$1.17M1.16%13F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC17,533$1.16M0.09%new13F-HRTimeline
FLP Wealth Management, LLC17,306$1.14M2.92%13F-HRTimeline
Kozak & Associates, Inc.16,715$1.12M0.26%-22,38713F-HRTimeline
LOWERY THOMAS, LLC16,249$1.07M0.7%-54713F-HRTimeline
Vantage Financial Partners, LLC16,177$1.07M0.27%+3,45613F-HRTimeline
Anson Capital, Inc.16,163$1.07M0.93%-55313F-HRTimeline
Betterment LLC15,966$1.06M<0.01%+1,44413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…15,615$1.03M0.09%+10,83313F-HRTimelineGroup
Integrated Wealth Concepts LLC15,556$1.03M0.01%+2,96313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…15,199$1M0.2%+13,31413F-HRTimeline
Providence First Trust Co14,664$969K0.36%-35,92813F-HRTimeline
Orion Porfolio Solutions, LLC13,994$925K0.01%+1,61913F-HRTimeline
Orion Portfolio Solutions, LLC13,994$925K0.01%+1,61913F-HRTimeline
Sigma Planning Corp13,775$911K0.03%+2,65413F-HRTimeline
Western Wealth Management, LLC13,228$875K0.06%+92513F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,225$874K0.01%+1,50013F-HRTimelineGroup
OPTIMA CAPITAL LLC12,341$816K0.56%13F-HRTimeline
Merriman Wealth Management, LLC12,089$799K0.03%-82713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,069$798K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC12,014$794K0.01%+8,35713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,250$744K0.01%new13F-HRTimelineGroup
ERn Financial, LLC11,226$742K0.11%+19213F-HRTimeline
Comprehensive Wealth Management, LLC11,103$734K0.55%+64813F-HRTimeline
Maia Wealth LLC10,618$730K0.16%-6,81113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,120$669K<0.01%+5,70813F-HRTimelineGroup
Atlas Financial Advisors, Inc.10,031$663K1.04%new13F-HRTimeline
Solutions 4 Wealth, Ltd9,785$647K1.17%+1013F-HRTimeline
Aldebaran Financial Inc.9,775$645K0.75%+1,96413F-HRTimeline
Per Stirling Capital Management, LLC.9,716$642K0.09%new13F-HRTimeline
Arkadios Wealth Advisors9,229$610K0.03%+11313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,550$565K0.02%+1913F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.8,448$558K0.07%+1,58213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,196$542K<0.01%+24513F-HRTimelineGroup
MEMBERS WEALTH LLC7,853$533K0.4%13F-HRTimeline
Golden State Wealth Management, LLC7,902$522K0.08%13F-HRTimeline
Nemes Rush Group LLC7,819$517K0.06%013F-HRTimeline
HighTower Advisors, LLC7,321$484K<0.01%+92613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,032$465K0.01%-14213F-HRTimelineGroup
WEALTH ALLIANCE, LLC6,883$455K0.05%+2,78313F-HRTimeline
Good Life Advisors, LLC6,725$445K0.03%+3,21113F-HRTimeline
Mutual Advisors, LLC6,371$435K0.01%+2,82713F-HRTimeline
B. Riley Wealth Advisors, Inc.6,575$435K0.01%+1,06713F-HRTimeline
Consolidated Portfolio Review Corp6,289$416K0.07%-1013F-HRTimeline
Valtrion Capital Management, LLC6,174$408K0.54%13F-HRTimeline
J.W. COLE ADVISORS, INC.6,029$399K0.02%+34013F-HRTimeline
Financial Advocates Investment Manageme…6,018$398K0.02%+1,87813F-HRTimeline
Sovran Advisors, LLC5,438$363K0.05%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,434$359K0.01%-61513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,384$356K0.01%+2,05213F-HRTimelineGroup
Vise Technologies, Inc.5,326$352K0.03%+2,02313F-HRTimeline
MGO ONE SEVEN LLC5,167$342K0.01%+1,79513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,047$334K0.01%+12413F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,048$333K0.06%+16213F-HRTimeline
CoreCap Advisors, LLC5,020$332K0.02%013F-HRTimeline
&PARTNERS4,925$330K<0.01%+1,63613F-HRTimeline
Greykasell Wealth Strategies, Inc.4,981$329K0.18%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,924$326K<0.01%-2,03513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,799$317K<0.01%-3,38713F-HRTimelineGroup
Investmark Advisory Group LLC4,520$299K0.15%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,389$290K0.11%013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,360$288K0.02%+1,10913F-HRTimeline
Crewe Advisors LLC4,276$283K0.04%013F-HRTimeline
Trexquant Investment LP3,996$264K<0.01%-33713F-HRTimeline
Dynamic Advisor Solutions LLC3,934$260K0.01%+13813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,756$248K<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC3,682$243K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC3,532$241K0.01%+5513F-HRTimeline
D'Orazio & Associates, Inc.3,610$239K0.04%new13F-HRTimeline
EP Wealth Advisors, LLC3,468$229K<0.01%new13F-HRTimeline
Sunpointe, LLC3,254$215K0.11%+14013F-HRTimeline
Bright Futures Wealth Management, LLC.3,066$212K0.19%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC3,110$206K0.03%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,100$205K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,977$197K<0.01%+80513F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,384$158K0.01%new13F-HRTimelineGroup
Financial Freedom, LLC1,948$129K0.07%new13F-HRTimeline
AE Wealth Management LLC1,845$122K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL1,801$119K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC1,633$113K0.07%+4713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,633$113K0.07%+4713F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,677$111K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,500$99.2K<0.01%-2,50013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,459$96K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,208$79.9K<0.01%+25813F-HRTimelineGroup
PRIVATE TRUST CO NA951$62.9K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC931$61.5K<0.01%-6813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glass Jacobson Investment Advisors llc877$58K0.02%-34213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clark Wealth Partners631$41.7K0.03%13F-HRTimeline
Cape Investment Advisory, Inc.602$39.8K0.02%+13113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC600$39.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC443$29.3K<0.01%+36113F-HRTimeline
MGB Wealth Management, LLC401$26.5K0.01%+20113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…339$22.4K<0.01%new13F-HRTimelineGroup
Archer Investment Corp274$18.1K<0.01%013F-HRTimeline
New Republic Capital, LLC250$16.5K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors225$14.8K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC200$13.2K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/165$10.9K<0.01%013F-HRTimelineGroup
Allworth Financial LP151$10.5K<0.01%+9113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/130$8.59K<0.01%-65713F-HRTimelineGroup
Pinnacle Bancorp, Inc.124$8.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC110$7.27K<0.01%-4913F-HRTimelineGroup
Clearstead Advisors, LLC103$6.81K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.95$6.62K<0.01%13F-HRTimeline
Abound Wealth Management97$6.39K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.80$5.28K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC75$4.98K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management55$3.64K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC38$2.51K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp25$1.65K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23$1.52K<0.01%013F-HRTimelineGroup
WR Wealth Planners, LLC21$1.39K<0.01%013F-HRTimeline