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Action Point Financial Planning’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Action Point Financial Planning’s Portfolio XSVM Stock Details XSVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$478K Buy
+6,870
New +$454K 0.05% 270

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Action Point Financial Planning's XSVM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2026: 6,870 shares worth $478K. The stake represents 0.05% of the portfolio and ranks #270 among its holdings.

131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Action Point Financial Planning held 6,870 shares of Invesco S&P SmallCap Value with Momentum ETF worth $478K as of Q2 2026.
  • Invesco S&P SmallCap Value with Momentum ETF was a new Action Point Financial Planning position in Q2 2026.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #270 holding.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.