XSMO — INVESCO EXCHANGE TRADED FD T

Ownership history in Prostatis Group LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Prostatis Group LLC reported a position in INVESCO EXCHANGE TRADED FD T (XSMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.31% (2025 Q4)
Avg. % of fund
1.15%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 76,472 +9,947 +15.0% 1.31% $5.5M $71.89
2025 Q3 ADDED 66,525 +12,149 +22.3% 1.23% $4.9M $73.34
2025 Q2 ADDED 54,376 +3,140 +6.1% 1.06% $3.7M $67.70
2025 Q1 INITIATED 51,236 — — 1.01% $3.2M $62.34
% of Fund (quarterly)    XSMO price (monthly, adj. close)

Other funds also holding XSMO

As of 2025 Q4 — sorted by position size

Gratus Wealth Advisors, LLC 4.9% Anderson Financial Strategies, LLC 3.57% Seros Financial, LLC 3.3% Integrated Capital Management, LLC 3.28% River Wealth Advisors LLC 3Y 7Y 2.88% USAdvisors Wealth Management, LLC 3Y 7Y 2.49% Armbruster Capital Management, Inc. 3Y 7Y 2.41% Provident Wealth Management, LLC 3Y 2.2% Marmo Financial Group, LLC 3Y 1.89% EPG Wealth Management LLC 3Y 1.72%
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