Vantage Financial Partners (Wisconsin)’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q4	$1.45M	Sell	20,077 -275	-1%	-$20K	0.29%	55
2025 Q3	$1.5M	Sell	20,352 -942	-4%	-$66.6K	0.32%	49
2025 Q2	$1.45M	Buy	21,294 +1,665	+8%	+$106K	0.33%	49
2025 Q1	$1.23M	Buy	19,629 +3,452	+21%	+$227K	0.31%	45
2024 Q4	$1.07M	Buy	16,177 +3,456	+27%	+$238K	0.27%	58
2024 Q3	$842K	Buy	12,721 +6,237	+96%	+$397K	0.21%	68
2024 Q2	$389K	Buy	+6,484	New	+$387K	0.1%	96

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s XSMO Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.4% in Q4 2025, selling an estimated $20K and leaving 20,077 shares worth $1.45M. The position accounts for 0.29% of the portfolio, ranked #55.

Vantage Financial Partners (Wisconsin) first reported a position in XSMO in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q3 2025. 279 funds tracked by Wall St. Rank hold XSMO as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 20,077 shares of Invesco S&P SmallCap Momentum ETF worth $1.45M as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 275 Invesco S&P SmallCap Momentum ETF shares in Q4 2025, an estimated $20K.
Invesco S&P SmallCap Momentum ETF made up 0.29% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #55 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2024 and has held it in 7 quarters since.
Vantage Financial Partners (Wisconsin)'s Invesco S&P SmallCap Momentum ETF position peaked at $1.5M in Q3 2025.
279 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.