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Disclosery

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
LPL Financial LLC1,865,283$127M0.04%+92,02013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,750,582$119M0.21%+135,94913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,710,887$116M+70,957Timeline
Cetera Investment Advisers1,278,102$86.9M0.15%+103,02213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,033,548$70.3M0.02%+627,31813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN855,913$58.2M0.01%+288,35313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY523,730$35.6M<0.01%+26,51613F-HRTimelineGroup
Gratus Wealth Advisors, LLC477,335$32.5M4.92%+1,95313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…462,553$32.1M0.05%+163,42813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…441,605$30M0.02%+78,47813F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding392,172$26.7M-8,004Timeline
CWM, LLCin group CWM, LLC354,148$24.1M0.08%+7,48113F-HRTimelineGroup
River Wealth Advisors LLC323,865$22M2.74%new13F-HRTimeline
Marmo Financial Group, LLC281,674$19.2M9.54%+4,28513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/263,301$17.9M<0.01%-103,99513F-HRTimelineGroup
Clark Wealth Partners253,021$17.2M11.61%+252,37413F-HRTimeline
Janney Montgomery Scott LLC219,456$14.9M0.04%+23,08413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP217,718$14.8M0.01%+21,80113F-HRTimelineGroup
Focus Financial Network, Inc.204,723$13.9M0.55%+3,49013F-HRTimeline
Cambridge Investment Research Advisors,…197,258$13.4M0.04%+117,06413F-HRTimeline
Armbruster Capital Management, Inc.190,028$12.9M2.34%+6,62713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…166,933$11.4M0.02%new13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC159,873$10.9M0.01%+16,75113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP153,253$10.4M0.01%+52,57813F-HRTimelineGroup
NBZ Investment Advisors LLC144,650$9.84M5.63%+4,41613F-HRTimeline
MML INVESTORS SERVICES, LLC143,028$9.73M0.03%+22,01413F-HRTimeline
Systelligence, LLC139,471$9.49M1.75%+6,23313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…119,950$8.16M0.18%new13F-HRTimelineGroup
Meridian Wealth Management, LLC110,849$7.54M0.32%+5,27513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA105,032$7.14M<0.01%-14,42213F-HR/ATimelineGroup
Cooper Financial Group102,655$6.98M0.82%-5,59513F-HRTimeline
Provident Wealth Management, LLC100,344$6.83M2.23%-6913F-HRTimeline
Private Advisor Group, LLC97,156$6.61M0.04%+84813F-HRTimeline
USAdvisors Wealth Management, LLC89,516$6.08M2.26%+6,85113F-HRTimeline
Sequoia Financial Advisors, LLC88,846$6.04M0.04%-8,58113F-HRTimeline
Arkadios Wealth Advisors86,042$5.85M0.18%+76,20613F-HRTimeline
NewEdge Advisors, LLC85,977$5.85M0.03%-7,94513F-HRTimeline
Anderson Financial Strategies, LLC85,608$5.82M3.72%-1,80513F-HRTimeline
Snowden Capital Advisors LLC84,193$5.73M0.17%+2,90013F-HRTimeline
GPS Wealth Strategies Group, LLC83,672$5.69M0.66%+14,55613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP79,549$5.41M0.01%-11,80613F-HRTimelineGroup
Fiduciary Alliance LLC78,500$5.34M0.4%+13,01813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC78,203$5.32M0.53%+2,73913F-HRTimeline
EPG Wealth Management LLC77,780$5.29M1.59%new13F-HRTimeline
Sanctuary Advisors, LLC72,195$4.91M0.03%+12,61313F-HRTimeline
Seros Financial, LLC70,009$4.76M3.02%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.69,685$4.74M0.03%+19,77713F-HRTimeline
Geneos Wealth Management Inc.69,457$4.72M0.12%-61,89713F-HRTimeline
MFA WEALTH ADVISORS, LLC62,739$4.27M1%+47,16913F-HRTimeline
Uniting Wealth Partners, LLC56,648$3.85M1.49%+53,42413F-HRTimeline
Prostatis Group LLC54,376$3.7M1.06%+3,14013F-HRTimeline
Atria Investments, Inc51,651$3.51M0.04%+8,92713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC51,156$3.48M<0.01%-9,13313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.48,374$3.29M0.03%+5,21913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC47,079$3.2M0.04%+2,02013F-HRTimeline
Mariner, LLCin group Mariner, LLC45,581$3.1M<0.01%+88413F-HRTimelineGroup
THEORY FINANCIAL LLC44,660$3.04M1.15%-4,83913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC42,662$2.9M0.2%+11,53913F-HRTimeline
Sound Income Strategies, LLC41,917$2.85M0.16%+27,52613F-HRTimeline
CW Advisors, LLC38,524$2.62M0.03%+1,45513F-HRTimeline
VestGen Advisors, LLC35,863$2.44M0.1%+5,02913F-HRTimeline
OPTIMA CAPITAL LLC34,376$2.34M1.26%new13F-HRTimeline
ArborFi Advisors, LLC33,134$2.25M1.98%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.32,765$2.23M0.28%new13F-HRTimeline
Nova Wealth Management, Inc.32,326$2.2M1.61%+2,33613F-HRTimeline
Paragon Private Wealth Management, LLC30,698$2.09M0.83%+13,71513F-HRTimeline
JBR Co Financial Management Inc30,053$2.04M1.01%+4,25613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…29,468$2M0.34%013F-HR/ATimelineGroup
PFG Advisors29,445$2M0.09%+2,11313F-HRTimeline
Qube Research & Technologies Ltd29,211$1.99M<0.01%-11,46913F-HRTimeline
Merit Financial Group, LLC28,020$1.91M0.02%+1,42813F-HRTimeline
New Insight Wealth Advisors27,812$1.89M0.78%-21813F-HRTimeline
SFI Advisors, LLC27,625$1.88M1.3%+7,41513F-HRTimeline
Financial Freedom, LLC25,522$1.74M0.94%+16,50513F-HRTimeline
Accel Wealth Management24,850$1.69M0.56%+85013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,497$1.67M0.03%+2,36013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC23,872$1.62M0.13%-4,58613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,426$1.59M<0.01%-53,29913F-HRTimelineGroup
RFG Advisory, LLC22,537$1.53M0.04%-7,31013F-HRTimeline
Perennial Investment Advisors, LLC21,947$1.49M0.14%+8,51813F-HRTimeline
Lodestone Wealth Management LLC21,848$1.49M0.72%-76313F-HRTimeline
Institute for Wealth Management, LLC.21,443$1.46M0.16%+5013F-HRTimeline
Ausdal Financial Partners, Inc.21,403$1.46M0.1%+1113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC21,381$1.45M0.01%-1,36013F-HRTimeline
Vantage Financial Partners, LLC21,294$1.45M0.33%+1,66513F-HRTimeline
Mascagni Wealth Management, Inc.20,303$1.38M1.18%+1,71513F-HRTimeline
Sculati Wealth Management, LLC19,640$1.34M0.5%-28,80213F-HRTimeline
Providence First Trust Co19,288$1.31M0.46%+5,07713F-HRTimeline
Betterment LLC17,991$1.22M<0.01%+45613F-HRTimeline
Orion Porfolio Solutions, LLC17,312$1.18M0.01%+1,39413F-HR/ATimeline
Anson Capital, Inc.17,049$1.16M0.93%-1,75313F-HRTimeline
Kendall Capital Management17,000$1.16M0.31%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…15,896$1.08M0.08%+57113F-HRTimelineGroup
Comprehensive Wealth Management, LLC15,890$1.08M0.87%+2,71813F-HRTimeline
Steward Partners Investment Advisory, L…15,713$1.07M0.01%+13,33513F-HRTimeline
Sigma Planning Corp15,255$1.04M0.03%-73013F-HRTimeline
Maia Wealth LLC15,207$1.03M0.2%+4,17813F-HRTimeline
LOWERY THOMAS, LLC15,001$1.02M0.65%-1,17913F-HRTimeline
Integrated Wealth Concepts LLC14,791$1.01M0.01%new13F-HRTimeline
Inscription Capital, LLC14,383$978K0.14%new13F-HRTimeline
Kozak & Associates, Inc.14,079$973K0.2%-1,07013F-HRTimeline
Vise Technologies, Inc.14,268$971K0.04%13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC14,236$968K0.1%new13F-HRTimeline
COMERICA BANK13,924$947K<0.01%+42413F-HRTimeline
Breakwater Capital Group13,541$921K0.15%+97513F-HRTimeline
Western Wealth Management, LLC13,104$891K0.05%-25813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,023$818K<0.01%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC11,800$803K0.02%new13F-HRTimeline
MGO ONE SEVEN LLC11,715$797K0.03%+2,49513F-HRTimeline
Sovran Advisors, LLC11,206$766K0.08%+5913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,139$758K0.09%+86713F-HRTimeline
Golden State Wealth Management, LLC11,131$757K0.09%+1,51913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,985$747K0.02%+4,84513F-HRTimelineGroup
WCG Wealth Advisors LLC10,863$739K0.05%new13F-HRTimeline
Aldebaran Financial Inc.10,685$727K0.8%-18513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/10,070$685K0.08%new13F-HRTimeline
Solutions 4 Wealth, Ltd9,805$667K1.11%+713F-HRTimeline
RWA WEALTH PARTNERS, LLC9,630$655K0.01%-6,77813F-HRTimeline
J.W. COLE ADVISORS, INC.9,625$655K0.01%+99613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,591$652K0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,414$640K<0.01%+66513F-HRTimelineGroup
Good Life Advisors, LLC8,988$611K0.04%+12613F-HRTimeline
Sowell Financial Services LLC8,753$595K0.02%new13F-HRTimeline
Independent Advisor Alliance8,496$578K0.02%+4,78213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,430$573K0.01%-92113F-HRTimelineGroup
UNIQUE WEALTH, LLC8,265$562K0.09%+3,74713F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…8,000$544K0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.7,989$543K0.03%+6413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,858$535K0.01%-6,55413F-HRTimelineGroup
Brookwood Investment Group LLC7,835$533K0.09%new13F-HRTimeline
Valtrion Capital Management, LLC7,813$531K0.64%+99813F-HRTimeline
CALTON & ASSOCIATES, INC.7,661$521K0.09%+3213F-HRTimeline
HighTower Advisors, LLC7,563$514K<0.01%+19813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,514$511K0.03%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC7,391$503K0.02%+2,79713F-HRTimeline
HARBOUR INVESTMENTS, INC.7,284$495K0.01%-64,66013F-HRTimeline
Consolidated Portfolio Review Corp7,281$495K0.07%+21213F-HRTimeline
Quantum Portfolio Management LLC7,259$494K0.24%+3,03413F-HRTimeline
IFP Advisors, Inc7,033$478K0.01%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,000$476K<0.01%new13F-HRTimeline
Investmark Advisory Group LLC6,977$475K0.22%+2,53313F-HRTimeline
FLP Wealth Management, LLC6,907$470K1.32%-10,51513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,874$468K0.01%013F-HRTimelineGroup
Peterson Wealth Services6,824$464K0.13%+13413F-HRTimeline
Trilogy Capital Inc.6,805$463K0.02%new13F-HRTimeline
&PARTNERS6,757$460K<0.01%+34213F-HRTimeline
OneDigital Investment Advisors LLC6,712$457K0.01%+2,79313F-HRTimeline
Advisory Services Network, LLC6,396$435K0.01%-4,14713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,390$435K<0.01%-48,34013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,214$423K<0.01%+2,45013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,126$417K0.01%+77613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,932$403K0.01%+48513F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,878$400K0.01%new13F-HRTimeline
CoreCap Advisors, LLC5,299$360K0.01%+20613F-HRTimeline
IFG Advisory, LLC5,231$356K0.02%-27,13913F-HRTimeline
Aviance Capital Partners, LLC5,187$353K0.05%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,017$341K<0.01%+18313F-HRTimelineGroup
Southland Equity Partners LLC4,884$332K0.07%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.4,823$328K0.16%-13613F-HRTimeline
Kingsview Wealth Management, LLC4,747$323K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,728$322K<0.01%-3,85413F-HRTimelineGroup
Clear Creek Financial Management, LLC4,619$314K0.03%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,586$312K<0.01%-413F-HRTimelineGroup
IHT Wealth Management, LLC4,585$312K0.01%-1,20113F-HRTimeline
Financial Advocates Investment Manageme…4,576$311K0.03%-6,66013F-HRTimeline
WEALTH ALLIANCE, LLC4,564$310K0.03%+31213F-HRTimeline
Mayfair Advisory Group, LLC4,442$304K0.14%-1,72213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,389$299K0.09%013F-HRTimeline
Atria Wealth Solutions, Inc.4,279$297K0.01%-4,06413F-HRTimeline
Mutual Advisors, LLC4,290$294K0.01%+47313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,262$290K0.01%+97113F-HRTimelineGroup
Sterling Financial Group, Inc.3,862$263K0.09%new13F-HRTimeline
D'Orazio & Associates, Inc.3,855$262K0.04%-85013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,756$255K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,721$253K<0.01%new13F-HRTimelineGroup
Cascade Wealth Advisors, Inc3,577$245K0.14%new13F-HRTimeline
Rehmann Capital Advisory Group3,537$241K0.01%+413F-HRTimeline
EP Wealth Advisors, LLC3,468$236K<0.01%013F-HRTimeline
World Investment Advisors3,391$231K0.01%-6913F-HRTimeline
TruWealth Advisors, LLC3,134$213K0.01%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC3,110$212K0.02%new13F-HRTimeline
Advisor Resource Council3,063$208K0.1%new13F-HRTimeline
Farther Finance Advisors, LLC3,026$206K<0.01%+23513F-HRTimeline
SIMPLEX TRADING, LLC3,022$205K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,975$202K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC2,961$201K<0.01%+59613F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC2,539$172K0.03%-65913F-HRTimeline
AE Wealth Management LLC1,962$133K<0.01%+3113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,912$130K<0.01%+36313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,882$128K<0.01%+1,74913F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,684$115K<0.01%+213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,362$92.6K<0.01%-47013F-HRTimelineGroup
PRIVATE TRUST CO NA1,292$87.8K0.01%-1,11213F-HRTimeline
Legacy Investment Solutions, LLC1,244$84.6K0.04%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,244$84.6K0.04%-6313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,150$78.2K<0.01%-2913F-HRTimelineGroup
HOEY INVESTMENTS, INC1,080$73.5K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC931$63.3K<0.01%013F-HR/ATimeline
WHITTIER TRUST CO900$61.2K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.896$60.9K0.02%013F-HRTimeline