Thurston Springer Miller Herd & Titak’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Thurston Springer Miller Herd & Titak’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	-244	Closed	-$16.6K	–	1388
2025 Q2	$16.6K	Hold	244	–	–	﹤0.01%	1003
2025 Q1	$15.3K	Sell	244 -14,955	-98%	-$984K	﹤0.01%	973
2024 Q4	$1M	Buy	15,199 +13,314	+706%	+$915K	0.2%	120
2024 Q3	$125K	Buy	+1,885	New	+$120K	0.03%	356

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's XSMO Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2025, closing a stake of 244 shares — an estimated $16.6K sold.

Thurston Springer Miller Herd & Titak first reported a position in XSMO in Q3 2024 and held it in 4 quarters. The position peaked at $1M in Q4 2024. 251 funds tracked by Wall St. Rank hold XSMO as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 244 Invesco S&P SmallCap Momentum ETF shares in Q3 2025, an estimated $16.6K.
Thurston Springer Miller Herd & Titak first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and held it in 4 quarters.
Thurston Springer Miller Herd & Titak's Invesco S&P SmallCap Momentum ETF position peaked at $1M in Q4 2024.
251 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.