UWP
XSMO icon

Uniting Wealth Partners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Uniting Wealth 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
2025
Q3 		– Sell
-56,648
Closed -$3.85M – 203
2025
Q2 		$3.85M Buy
56,648
+53,424
+1,657% +$3.41M 1.49% 15
2025
Q1 		$202K Sell
3,224
-88,158
-96% -$5.8M 0.1% 95
2024
Q4 		$6.04M Buy
+91,382
New +$6.28M 2.92% 6

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

Uniting Wealth Partners's XSMO Position: Q3 2025 in Review

Uniting Wealth Partners sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2025, closing a stake of 56,648 shares — an estimated $3.85M sold.

Uniting Wealth Partners first reported a position in XSMO in Q4 2024 and held it in 3 quarters. The position peaked at $6.04M in Q4 2024. 251 funds tracked by Wall St. Rank hold XSMO as of Q3 2025.

  • Uniting Wealth Partners reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 56,648 Invesco S&P SmallCap Momentum ETF shares in Q3 2025, an estimated $3.85M.
  • Uniting Wealth Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and held it in 3 quarters.
  • Uniting Wealth Partners's Invesco S&P SmallCap Momentum ETF position peaked at $6.04M in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2025.

Based on Uniting Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.