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

Optimum Investment 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 		– Sell
-253
Closed -$17.2K – 631
2025
Q2 		$17.2K Hold
253
– – 0.01% 455
2025
Q1 		$15.9K Buy
+253
New +$16.6K 0.01% 466

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

Optimum Investment Advisors's XSMO Position: Q3 2025 in Review

Optimum Investment Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2025, closing a stake of 253 shares — an estimated $17.2K sold.

Optimum Investment Advisors first reported a position in XSMO in Q1 2025 and held it in 2 quarters. The position peaked at $17.2K in Q2 2025. 251 funds tracked by Wall St. Rank hold XSMO as of Q3 2025.

  • Optimum Investment Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 253 Invesco S&P SmallCap Momentum ETF shares in Q3 2025, an estimated $17.2K.
  • Optimum Investment Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and held it in 2 quarters.
  • Optimum Investment Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $17.2K in Q2 2025.
  • 251 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.