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Public ownership evidence

Invesco S&P SmallCap Momentum ETF (XSMO) Ownership Disclosures

Read XSMO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-296,976$437,773None
Corient Private Wealth LP2026-06-302026-08-282,896$271,222None
CARLSON FINANCIAL, INC.2026-06-302026-08-254,650$436,198None
CARLSON FINANCIAL, INC.2026-03-312026-08-254,814$366,001None
CARLSON FINANCIAL, INC.2025-12-312026-08-254,776$343,918None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2212,071$1,130,208None
Anderson Financial Strategies, LLC2026-06-302026-08-2177,279$6,742,593None
Rehmann Capital Advisory Group2026-06-302026-08-2110,705$999,633None
Kingsview Wealth Management, LLC2026-06-302026-08-20105,608$9,888,082None
Archer Investment Corp2026-06-302026-08-20274$25,655None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,821$357,779None
Sankala Group LLC2026-06-302026-08-194,473$392,391None
Beacon Pointe Advisors, LLC2026-06-302026-08-1962,457$5,847,809None
Concorde Asset Management, LLC2026-06-302026-08-1927,167$2,543,646None
Strive Financial Group ,LLC2026-06-302026-08-1884$7,865None
Corient Private Wealth LP2026-06-302026-08-185,062$473,931None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-183,705$346,862None
Equitable Holdings, Inc.2026-06-302026-08-1824,136$2,259,833None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-187,643$716,000None
Valtrion Capital Management, LLC2026-06-302026-08-156,800$636,672None
AMERIFLEX GROUP, INC.2026-06-302026-08-15425$39,811None
Murphy & Mullick Capital Management Corp2026-06-302026-08-1525$2,341None
Modern Wealth Management, LLC2026-06-302026-08-15210,637$19,721,988None
Mutual Advisors, LLC2026-06-302026-08-154,922$460,865None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-1533,843$3,168,720None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1565,716$6,152,989None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1569,976$6,551,853None
Perennial Investment Advisors, LLC2026-06-302026-08-1529,830$2,793,036None
American Trust2026-06-302026-08-152,527$236,648None
Ameritas Advisory Services, LLC2026-06-302026-08-1520,359$1,906,170None
WCG Wealth Advisors LLC2026-06-302026-08-1516,953$1,587,287None
Western Wealth Management, LLC2026-06-302026-08-1513,543$1,268,007None
IFG Advisory, LLC2026-06-302026-08-157,625$713,914None
Per Stirling Capital Management, LLC.2026-06-302026-08-1522,473$2,104,168None
OSAIC HOLDINGS, INC.2026-06-302026-08-1546,613$4,364,351None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,408$131,869None
OSAIC HOLDINGS, INC.2026-06-302026-08-1585,040$7,962,285None
OSAIC HOLDINGS, INC.2026-06-302026-08-15964,455$90,301,931None
OSAIC HOLDINGS, INC.2026-06-302026-08-15967,333$90,606,720None
Prostatis Group LLC2026-06-302026-08-1579,618$7,454,630None
Betterment LLC2026-06-302026-08-153,716$348,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-1517,774$1,664,196None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,348$875,253None
MARSHALL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1524,849$2,326,622None
Index Technologies Group LLC2026-06-302026-08-157,414$694,173None
Quantum Portfolio Management LLC2026-06-302026-08-1512,224$1,144,533None
Waverly Advisors, LLC2026-06-302026-08-1533,069$3,096,281None
BROWN ADVISORY INC2026-06-302026-08-153,838$359,352None
&PARTNERS2026-06-302026-08-1525,411$2,379,229None
Thrivent Financial for Lutherans2026-06-302026-08-15213,161$19,958,000None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗WEST MICHIGAN ADVISORS, LLC ↗Anderson Financial Strategies, LLC ↗Rehmann Capital Advisory Group ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.