Ameritas Advisory Services’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-333	Closed	-$18.8K	–	2143
2025 Q3	$18.8K	Sell	333 -1,181	-78%	-$65.1K	﹤0.01%	1461
2025 Q2	$78.7K	Buy	+1,514	New	+$74.6K	﹤0.01%	1086
2023 Q2	–	Sell	-3,459	Closed	-$156K	–	2571
2023 Q1	$156K	Sell	3,459 -21,876	-86%	-$1.05M	0.01%	846
2022 Q4	$1.16M	Buy	25,335 +1,949	+8%	+$90.7K	0.05%	314
2022 Q3	$964K	Buy	23,386 +4,928	+27%	+$230K	0.06%	282
2022 Q2	$820K	Buy	18,458 +1,017	+6%	+$50.7K	0.05%	331
2022 Q1	$940K	Buy	17,441 +4,625	+36%	+$247K	0.03%	350
2021 Q4	$691K	Buy	+12,816	New	+$684K	0.03%	413

Other funds holding XSVM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

TFP

Traction Financial Partners Encampment, Wyoming $188M AUM 20.42% 1-Year Est. Return

Ameritas Advisory Services's XSVM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2025, closing a stake of 333 shares — an estimated $18.8K sold.

Ameritas Advisory Services first reported a position in XSVM in Q4 2021 and held it in 8 quarters. The position peaked at $1.16M in Q4 2022. 124 funds tracked by Wall St. Rank hold XSVM as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 333 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2025, an estimated $18.8K.
Ameritas Advisory Services first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2021 and held it in 8 quarters.
Ameritas Advisory Services's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.16M in Q4 2022.
124 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.