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XSMOXSMO
7 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in INVESCO EXCHANGE TRADED FD T

Sequoia Financial Advisors, LLC holds 120,337 shares of XSMO (INVESCO EXCHANGE TRADED FD T), worth $11.3M as of 2026-Q2. The position was decreased (-6.5% shares). XSMO represents 0.1% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$11.3M

Current Shares

120,337

Total Value Change

+$5.1M

Total Shares Change

+27,628

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
120,337
-6.5%
$11.3M0.1%$93.63
0
2026-Q1
Decreased
128,764
-11.7%
$9.8M0.1%$79.37
0
2025-Q4
Increased
145,854
+66.9%
$10.5M0.1%$73.31
41
2025-Q3
Decreased
87,371
-1.7%
$6.4M0.0%$73.23
0
2025-Q2
Decreased
88,846
-8.8%
$6M0.0%$67.90
0
2025-Q1
Increased
97,427
+5.1%
$6.1M0.0%$60.57
29
2024-Q4
New
92,709
-
$6.1M0.1%$65.42
38

Other major holders of XSMO: LPL Financial LLC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC

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