PFP
XSMO icon

Polaris Financial Partners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Polaris Financial 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
2026
Q3 		$276K Buy
+3,348
New +$289K 0.12% 69

Other funds holding XSMO

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Polaris Financial Partners's XSMO Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2026: 3,348 shares worth $276K. The stake represents 0.12% of the portfolio and ranks #69 among its holdings.

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

  • Polaris Financial Partners held 3,348 shares of Invesco S&P SmallCap Momentum ETF worth $276K as of Q3 2026.
  • Invesco S&P SmallCap Momentum ETF was a new Polaris Financial Partners position in Q3 2026.
  • Invesco S&P SmallCap Momentum ETF made up 0.12% of Polaris Financial Partners's portfolio in Q3 2026, its #69 holding.
  • 3 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.