AAS
XSVM icon

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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return