Root Financial Partners
XSMO icon

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

Root 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 		$7.59K Buy
+93
New +$8.02K ﹤0.01% 2049
2026
Q2 		– Sell
-93
Closed -$7.07K – 3239
2026
Q1 		$7.07K Hold
93
– – ﹤0.01% 1814
2025
Q4 		$6.7K Buy
+93
New +$6.77K ﹤0.01% 1664

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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

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

Root Financial Partners opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2026: 93 shares worth $7.59K. The stake represents ﹤0.01% of the portfolio and ranks #2049 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XSMO as recently as Q1 2026.

Root Financial Partners first reported a position in XSMO in Q4 2025 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold XSMO as of Q3 2026.

  • Root Financial Partners held 93 shares of Invesco S&P SmallCap Momentum ETF worth $7.59K as of Q3 2026.
  • Invesco S&P SmallCap Momentum ETF was a new Root Financial Partners position in Q3 2026.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2049 holding.
  • Root Financial Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.