Altman Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Altman Advisors’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 Q1	$8.44M	Buy	139,995 +2,934	+2%	+$178K	3.5%	5
2025 Q4	$7.83M	Buy	137,061 +13,197	+11%	+$743K	2.95%	6
2025 Q3	$6.99M	Buy	123,864 +36,417	+42%	+$2.01M	2.68%	7
2025 Q2	$4.66M	Buy	87,447 +2,373	+3%	+$117K	1.9%	10
2025 Q1	$4.12M	Buy	85,074 +2,934	+4%	+$156K	1.9%	9
2024 Q4	$4.47M	Buy	82,140 +1,400	+2%	+$79K	1.91%	10
2024 Q3	$4.44M	Buy	80,740 +19,284	+31%	+$1.05M	1.98%	7
2024 Q2	$3.22M	Buy	61,456 +956	+2%	+$51.9K	1.83%	12
2024 Q1	$3.42M	Buy	60,500 +2,833	+5%	+$152K	1.67%	9
2023 Q4	$3.12M	Buy	+57,667	New	+$2.82M	1.64%	10

Other funds holding XSVM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Altman Advisors's XSVM Position: Q1 2026 in Review

Altman Advisors increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 2.1% in Q1 2026, buying an estimated $178K and bringing the position to 139,995 shares worth $8.44M. The position accounts for 3.5% of the portfolio, ranked #5.

Altman Advisors first reported a position in XSVM in Q4 2023 and has held it in 10 quarters since. 127 funds tracked by Wall St. Rank hold XSVM as of Q1 2026.

Altman Advisors held 139,995 shares of Invesco S&P SmallCap Value with Momentum ETF worth $8.44M as of Q1 2026.
Altman Advisors bought 2,934 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2026, an estimated $178K.
Invesco S&P SmallCap Value with Momentum ETF made up 3.5% of Altman Advisors's portfolio in Q1 2026, its #5 holding.
Altman Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2023 and has held it in 10 quarters since.
127 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.