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XSMO INVESCO EXCHANGE TRADED FD T

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S&P SMLCP MOMENT (fund)

Filings received so far for Q3 2026: 23 13F filers report a position in XSMO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Sound Income Strategies, LLC191,886$15.6M0.7%+16,64113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…113,441$9.22M0.01%-2,50413F-HRTimeline
Cooper Financial Group80,381$6.56M0.52%+2,17713F-HRTimeline
Fiduciary Alliance LLC72,024$5.88M0.44%+8,06313F-HRTimeline
MFA WEALTH ADVISORS, LLC70,355$5.74M0.97%+69713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC48,420$3.95M0.26%+1,11113F-HRTimeline
Noble Wealth Management PBC44,255$3.61M1.66%+1,60313F-HRTimeline
JBR Co Financial Management Inc37,676$3.46M1.32%-2,22813F-HRTimeline
Beacon Capital Management, Inc.39,434$3.22M0.2%+39,19613F-HRTimeline
Accel Wealth Management26,018$2.12M0.46%+3,56413F-HRTimeline
Dynamic Advisor Solutions LLC21,833$1.78M0.05%+27413F-HRTimeline
Breakwater Capital Group13,589$1.11M0.13%+55813F-HRTimeline
Signal Advisors Wealth, LLC13,517$1.1M0.05%+8,25813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,647$705K0.01%+3113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,802$473K0.01%+12413F-HRTimelineGroup
Farther Finance Advisors, LLC5,510$449K<0.01%+2,60513F-HRTimeline
CoreCap Advisors, LLC5,029$410K0.01%+6713F-HRTimeline
Polaris Financial Partners3,348$276K0.12%13F-HRTimeline
Cape Investment Advisory, Inc.1,703$139K0.04%-213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC600$48.9K<0.01%013F-HRTimeline
Planning Strategies Inc.471$38.4K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP240$19.6K<0.01%new13F-HRTimeline
Trust Co19$1.55K<0.01%013F-HRTimeline