XSMO — INVESCO EXCHANGE TRADED FD T

Ownership history in Systelligence, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Systelligence, 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
2.23% (2023 Q3)
Avg. % of fund
1.75%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 55,663 -83,808 -60.1% 0.78% $4.1M $73.46
2025 Q2 ADDED 139,471 +6,233 +4.7% 1.75% $9.5M $67.81
2025 Q1 ADDED 133,238 +9,437 +7.6% 2.01% $8.4M $62.44
2024 Q4 ADDED 123,801 +12,786 +11.5% 2.02% $8.2M $65.58
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% 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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