SEC 13F Intelligence

Arborfi Advisors, LLC / XSMO

Arborfi Advisors, LLC’s Invesco Exchange Traded Fd T Position

Does Arborfi Advisors, LLC own Invesco Exchange Traded Fd T (XSMO)? Yes — 37.5K shares worth $3M (+2.33% of its 13F portfolio) as of Q1 2026, up from 34.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
37.5K
% of Portfolio
+2.33%
Quarters Held
4
currently held

Position History XSMO

Reported value by quarter
Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.5K$3M+2.33%
Q4 202534.1K$2M+2.00%
Q3 202534.4K$3M+2.06%
Q2 202533.1K$2M+1.98%

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