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360 Financial’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

360 Financial’s Portfolio XSMO Stock Details XSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,046
Closed -$210K – 87
2025
Q4 		$210K Hold
2,046
– – 0.06% 74
2025
Q3 		$215K Buy
+2,046
New +$145K 0.07% 78

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

360 Financial's XSMO Position: Q1 2026 in Review

360 Financial sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2026, closing a stake of 2,046 shares — an estimated $210K sold.

360 Financial first reported a position in XSMO in Q3 2025 and held it in 2 quarters. The position peaked at $215K in Q3 2025. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • 360 Financial reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • 360 Financial sold 2,046 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $210K.
  • 360 Financial first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and held it in 2 quarters.
  • 360 Financial's Invesco S&P SmallCap Momentum ETF position peaked at $215K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.