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Sterling Financial Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Sterling Financial Group’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 		$4.59M Buy
62,384
+58,522
+1,515% +$4.14M 1.45% 12
2025
Q2 		$263K Buy
+3,862
New +$246K 0.09% 62

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 $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sterling Financial Group's XSMO Position: Q3 2025 in Review

Sterling Financial Group increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1,515% in Q3 2025, buying an estimated $4.14M and bringing the position to 62,384 shares worth $4.59M. The position accounts for 1.45% of the portfolio, ranked #12.

Sterling Financial Group first reported a position in XSMO in Q2 2025 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold XSMO as of Q3 2025.

  • Sterling Financial Group held 62,384 shares of Invesco S&P SmallCap Momentum ETF worth $4.59M as of Q3 2025.
  • Sterling Financial Group bought 58,522 Invesco S&P SmallCap Momentum ETF shares in Q3 2025, an estimated $4.14M.
  • Invesco S&P SmallCap Momentum ETF made up 1.45% of Sterling Financial Group's portfolio in Q3 2025, its #12 holding.
  • Sterling Financial Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.