Global Retirement Partners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Global Retirement Partners’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	$250K	Sell	3,475 -1,434	-29%	-$104K	﹤0.01%	1338
2025 Q3	$361K	Buy	4,909 +4,430	+925%	+$313K	0.01%	892
2025 Q2	$32.6K	Buy	+479	New	+$30.5K	﹤0.01%	2017
2024 Q4	$29.3K	Buy	443 +361	+440%	+$24.8K	﹤0.01%	1875
2024 Q3	$5.43K	Buy	82 +5	+6%	+$318	﹤0.01%	2530
2024 Q2	$4.62K	Hold	77	–	–	﹤0.01%	2649
2024 Q1	$4.64K	Hold	77	–	–	﹤0.01%	2424
2023 Q4	$4.22K	Hold	77	–	–	﹤0.01%	2395
2023 Q3	$3.65K	Hold	77	–	–	﹤0.01%	2303
2023 Q2	$3.73K	Hold	77	–	–	﹤0.01%	2320
2023 Q1	$3.41K	Hold	77	–	–	﹤0.01%	2303
2022 Q4	$3.63K	Hold	77	–	–	﹤0.01%	2135
2022 Q3	$4K	Hold	77	–	–	﹤0.01%	2047
2022 Q2	$3K	Sell	77 -575	-88%	-$27.6K	﹤0.01%	2124
2022 Q1	$30K	Buy	+652	New	+$33.8K	﹤0.01%	1203
2021 Q4	–	Sell	-50	Closed	-$3K	–	1856
2021 Q3	$3K	Buy	+50	New	+$2.65K	﹤0.01%	1786

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Global Retirement Partners's XSMO Position: Q4 2025 in Review

Global Retirement Partners reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 29% in Q4 2025, selling an estimated $104K and leaving 3,475 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Global Retirement Partners first reported a position in XSMO in Q3 2021 and has held it in 16 quarters since. The position peaked at $361K in Q3 2025. 279 funds tracked by Wall St. Rank hold XSMO as of Q4 2025.

Global Retirement Partners held 3,475 shares of Invesco S&P SmallCap Momentum ETF worth $250K as of Q4 2025.
Global Retirement Partners sold 1,434 Invesco S&P SmallCap Momentum ETF shares in Q4 2025, an estimated $104K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1338 holding.
Global Retirement Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2021 and has held it in 16 quarters since.
Global Retirement Partners's Invesco S&P SmallCap Momentum ETF position peaked at $361K in Q3 2025.
279 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.