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Farther Finance Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Farther Finance Advisors’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
Q3 		$449K Buy
5,510
+2,605
+90% +$225K ﹤0.01% 1672
2026
Q2 		$272K Sell
2,905
-194
-6% -$16.7K ﹤0.01% 2015
2026
Q1 		$238K Sell
3,099
-316
-9% -$24.4K ﹤0.01% 1900
2025
Q4 		$246K Sell
3,415
-675
-17% -$49.1K ﹤0.01% 1783
2025
Q3 		$301K Buy
4,090
+1,064
+35% +$75.2K ﹤0.01% 1383
2025
Q2 		$206K Buy
3,026
+235
+8% +$15K ﹤0.01% 1374
2025
Q1 		$175K Buy
2,791
+2,753
+7,245% +$181K ﹤0.01% 1284
2024
Q4 		$2.51K Hold
38
– – ﹤0.01% 2916
2024
Q3 		$2.52K Buy
38
+24
+171% +$1.53K ﹤0.01% 2912
2024
Q2 		$839 Buy
+14
New +$835 ﹤0.01% 3129

Other funds holding XSMO

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Farther Finance Advisors's XSMO Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 90% in Q3 2026, buying an estimated $225K and bringing the position to 5,510 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Farther Finance Advisors first reported a position in XSMO in Q2 2024 and has held it in 10 quarters since. 12 funds tracked by Wall St. Rank hold XSMO as of Q3 2026.

  • Farther Finance Advisors held 5,510 shares of Invesco S&P SmallCap Momentum ETF worth $449K as of Q3 2026.
  • Farther Finance Advisors bought 2,605 Invesco S&P SmallCap Momentum ETF shares in Q3 2026, an estimated $225K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1672 holding.
  • Farther Finance Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2024 and has held it in 10 quarters since.
  • 12 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.