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

Guerra 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
2025
Q3 		$95.7K Buy
+1,300
New +$91.9K 0.04% 128
2025
Q1 		– Sell
-74,548
Closed -$4.93M – 68
2024
Q4 		$4.93M Buy
+74,548
New +$5.12M 2.73% 11

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 $786M AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guerra Advisors's XSMO Position: Q3 2025 in Review

Guerra Advisors opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2025: 1,300 shares worth $95.7K. The stake represents 0.04% of the portfolio and ranks #128 among its holdings. This is a return to the name: Guerra Advisors previously reported a position in XSMO as recently as Q4 2024.

Guerra Advisors first reported a position in XSMO in Q4 2024 and has held it in 2 quarters since. The position peaked at $4.93M in Q4 2024. 251 funds tracked by Wall St. Rank hold XSMO as of Q3 2025.

  • Guerra Advisors held 1,300 shares of Invesco S&P SmallCap Momentum ETF worth $95.7K as of Q3 2025.
  • Invesco S&P SmallCap Momentum ETF was a new Guerra Advisors position in Q3 2025.
  • Invesco S&P SmallCap Momentum ETF made up 0.04% of Guerra Advisors's portfolio in Q3 2025, its #128 holding.
  • Guerra Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 2 quarters since.
  • Guerra Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $4.93M in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.