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McIlrath & Eck’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

McIlrath & Eck’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 		– Sell
-153
Closed -$11.3K – 1020
2025
Q3 		$11.3K Buy
+153
New +$10.8K ﹤0.01% 606
2025
Q1 		– Sell
-200
Closed -$13.2K – 1011
2024
Q4 		$13.2K Buy
+200
New +$13.7K ﹤0.01% 574

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McIlrath & Eck's XSMO Position: Q4 2025 in Review

McIlrath & Eck sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2025, closing a stake of 153 shares — an estimated $11.3K sold.

McIlrath & Eck first reported a position in XSMO in Q4 2024 and held it in 2 quarters. The position peaked at $13.2K in Q4 2024. 279 funds tracked by Wall St. Rank hold XSMO as of Q4 2025.

  • McIlrath & Eck reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • McIlrath & Eck sold 153 Invesco S&P SmallCap Momentum ETF shares in Q4 2025, an estimated $11.3K.
  • McIlrath & Eck first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and held it in 2 quarters.
  • McIlrath & Eck's Invesco S&P SmallCap Momentum ETF position peaked at $13.2K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2025.

Based on McIlrath & Eck's 13F filing for Q4 2025, filed 3 Feb 2026.