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

Financial Advocates 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 Q3	–	Sell	-4,576	Closed	-$311K	–	621
2025 Q2	$311K	Sell	4,576 -6,660	-59%	-$425K	0.03%	489
2025 Q1	$705K	Buy	11,236 +5,218	+87%	+$343K	0.05%	354
2024 Q4	$398K	Buy	6,018 +1,878	+45%	+$129K	0.02%	527
2024 Q3	$274K	Buy	+4,140	New	+$264K	0.02%	627
2023 Q3	–	Sell	-5,544	Closed	-$269K	–	738
2023 Q2	$269K	Sell	5,544 -12,634	-70%	-$578K	0.02%	552
2023 Q1	$842K	Buy	18,178 +6,275	+53%	+$300K	0.06%	316
2022 Q4	$561K	Sell	11,903 -10,048	-46%	-$487K	0.04%	423
2022 Q3	$952K	Buy	+21,951	New	+$1.04M	0.08%	259

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's XSMO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2025, closing a stake of 4,576 shares — an estimated $311K sold.

Financial Advocates Investment Management first reported a position in XSMO in Q3 2022 and held it in 8 quarters. The position peaked at $952K in Q3 2022. 251 funds tracked by Wall St. Rank hold XSMO as of Q3 2025.

Financial Advocates Investment Management reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 4,576 Invesco S&P SmallCap Momentum ETF shares in Q3 2025, an estimated $311K.
Financial Advocates Investment Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2022 and held it in 8 quarters.
Financial Advocates Investment Management's Invesco S&P SmallCap Momentum ETF position peaked at $952K in Q3 2022.
251 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.