XSMO — Invesco Exchange Traded Fd T Institutional Holders · Q3 2026
Who owns Invesco Exchange Traded Fd T (XSMO)? 12 institutions reported holding $37.76M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sound Income Strategies, LLC ($15.6M), Cooper Financial Group ($6.6M), Mfa Wealth Advisors, LLC ($5.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $15.6M | 191,886 | Added |
| 2 | Cooper Financial Group | $6.6M | 80,381 | Added |
| 3 | MFA WEALTH ADVISORS, LLC | $5.7M | 70,355 | Added |
| 4 | TITLEIST ASSET MANAGEMENT, LLC | $4.0M | 48,420 | Added |
| 5 | Noble Wealth Management PBC | $3.6M | 44,255 | Added |
| 6 | Breakwater Capital Group | $1.1M | 13,589 | Added |
| 7 | Farther Finance Advisors, LLC | $449,491 | 5,510 | Added |
| 8 | CoreCap Advisors, LLC | $410,272 | 5,029 | Added |
| 9 | Polaris Financial Partners | $276,000 | 3,348 | New |
| 10 | Planning Strategies Inc. | $38,424 | 471 | Hold |
| 11 | TOTH FINANCIAL ADVISORY CORP | $19,603 | 240 | New |
| 12 | Trust Co | $1,554 | 19 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30