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Advisor Resource Council’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Advisor Resource Council’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
2025
Q3 		– Sell
-3,063
Closed -$208K – 197
2025
Q2 		$208K Buy
+3,063
New +$195K 0.08% 172
2024
Q4 		– Sell
-3,063
Closed -$203K – 290
2024
Q3 		$203K Buy
+3,063
New +$195K 0.09% 224

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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 $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Resource Council's XSMO Position: Q3 2025 in Review

Advisor Resource Council sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2025, closing a stake of 3,063 shares — an estimated $208K sold.

Advisor Resource Council first reported a position in XSMO in Q3 2024 and held it in 2 quarters. The position peaked at $208K in Q2 2025. 251 funds tracked by Wall St. Rank hold XSMO as of Q3 2025.

  • Advisor Resource Council reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Advisor Resource Council sold 3,063 Invesco S&P SmallCap Momentum ETF shares in Q3 2025, an estimated $208K.
  • Advisor Resource Council first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and held it in 2 quarters.
  • Advisor Resource Council's Invesco S&P SmallCap Momentum ETF position peaked at $208K in Q2 2025.
  • 251 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.