SEC 13F Intelligence

Financial Freedom, LLC / XSMO

Financial Freedom, LLC’s Invesco Exchange Traded Fd T Position

Does Financial Freedom, LLC own Invesco Exchange Traded Fd T (XSMO)? Yes — 45.7K shares worth $3M (+1.73% of its 13F portfolio) as of Q1 2026, down from 46.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
45.7K
% of Portfolio
+1.73%
Quarters Held
6
currently held

Position History XSMO

Reported value by quarter
Q4 ’24: $128,782Q4 ’24Q1 ’25: $565,829Q1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.7K$3M+1.73%
Q4 202546.4K$3M+1.66%
Q3 202543.6K$3M+1.60%
Q2 202525.5K$2M+0.94%
Q1 20259.0K$565,829+0.32%
Q4 20241.9K$128,782+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Freedom, LLC’s full portfolio or all institutional holders of XSMO.