# INVESCO EXCHANGE TRADED FD T (XSMO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XSMO/

- Reporting holders: 11
- Reported value: $37.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $15.6M | 191,886 | 0.7% | 7 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $6.6M | 80,381 | 0.5% | 9 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $5.7M | 70,355 | 1.0% | 7 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $4.0M | 48,420 | 0.3% | 15 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $3.6M | 44,255 | 1.6% | 7 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $1.1M | 13,589 | 0.1% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $449.5K | 5,510 | 0.0% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $410.3K | 5,029 | 0.0% | 15 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $38.4K | 471 | 0.0% | 2 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $19.6K | 240 | 0.0% | 1 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $1.6K | 19 | 0.0% | 4 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $276 | 3,348 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $37.5M |
| Q2 2026 | 324 | $2.5B |
| Q1 2026 | 293 | $1.7B |
| Q4 2025 | 279 | $1.5B |
| Q3 2025 | 252 | $1.4B |
| Q2 2025 | 231 | $1.2B |
| Q1 2025 | 210 | $981.8M |
| Q4 2024 | 202 | $983.1M |
| Q3 2024 | 172 | $735.8M |
| Q2 2024 | 106 | $322.4M |
| Q1 2024 | 88 | $269.3M |
| Q4 2023 | 78 | $182.1M |