Simplex Trading
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Simplex Trading’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Simplex Trading’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
-3,022
Closed -$205K – 10234
2025
Q2 		$205K Buy
+3,022
New +$193K ﹤0.01% 4477

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

Simplex Trading's XSMO Position: Q3 2025 in Review

Simplex Trading sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2025, closing a stake of 3,022 shares — an estimated $205K sold.

Simplex Trading first reported a position in XSMO in Q2 2025 and held it in 1 quarter. The position peaked at $205K in Q2 2025. 251 funds tracked by Wall St. Rank hold XSMO as of Q3 2025.

  • Simplex Trading reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 3,022 Invesco S&P SmallCap Momentum ETF shares in Q3 2025, an estimated $205K.
  • Simplex Trading first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and held it in 1 quarter.
  • Simplex Trading's Invesco S&P SmallCap Momentum ETF position peaked at $205K in Q2 2025.
  • 251 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.