Prospera Financial Services
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Prospera Financial Services’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Prospera Financial Services’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 		$5.48M Buy
+67,638
New +$5.83M 0.07% 312

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
River Wealth Advisors
River Wealth Advisors Camp Hill, Pennsylvania $931M AUM 20.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Prospera Financial Services's XSMO Position: Q3 2026 in Review

Prospera Financial Services opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2026: 67,638 shares worth $5.48M. The stake represents 0.07% of the portfolio and ranks #312 among its holdings.

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

  • Prospera Financial Services held 67,638 shares of Invesco S&P SmallCap Momentum ETF worth $5.48M as of Q3 2026.
  • Invesco S&P SmallCap Momentum ETF was a new Prospera Financial Services position in Q3 2026.
  • Invesco S&P SmallCap Momentum ETF made up 0.07% of Prospera Financial Services's portfolio in Q3 2026, its #312 holding.
  • 216 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.