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Anchor Investment Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Anchor Investment Management’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
Q4 		– Sell
-84
Closed -$6.18K – 1082
2025
Q3 		$6.18K Buy
+84
New +$5.94K ﹤0.01% 875

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $786M AUM 21.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Anchor Investment Management's XSMO Position: Q4 2025 in Review

Anchor Investment Management sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2025, closing a stake of 84 shares — an estimated $6.18K sold.

Anchor Investment Management first reported a position in XSMO in Q3 2025 and held it in 1 quarter. The position peaked at $6.18K in Q3 2025. 279 funds tracked by Wall St. Rank hold XSMO as of Q4 2025.

  • Anchor Investment Management reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Anchor Investment Management sold 84 Invesco S&P SmallCap Momentum ETF shares in Q4 2025, an estimated $6.18K.
  • Anchor Investment Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and held it in 1 quarter.
  • Anchor Investment Management's Invesco S&P SmallCap Momentum ETF position peaked at $6.18K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2025.

Based on Anchor Investment Management's 13F filing for Q4 2025, filed 26 Feb 2026.