Mather Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Mather Group’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	$79.4K	Buy	+973	New	+$83.9K	﹤0.01%	1023

Other funds holding XSMO

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Mather Group's XSMO Position: Q3 2026 in Review

Mather Group opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2026: 973 shares worth $79.4K. The stake represents ﹤0.01% of the portfolio and ranks #1023 among its holdings.

77 funds tracked by Wall St. Rank hold XSMO as of Q3 2026.

Mather Group held 973 shares of Invesco S&P SmallCap Momentum ETF worth $79.4K as of Q3 2026.
Invesco S&P SmallCap Momentum ETF was a new Mather Group position in Q3 2026.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1023 holding.
77 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.