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Anderson Financial Strategies’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-249
Closed -$12.5K – 239
2025
Q1 		$12.5K Sell
249
-117,205
-100% -$6.25M 0.01% 152
2024
Q4 		$6.4M Buy
+117,454
New +$6.63M 3.86% 11

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Anderson Financial Strategies's XSVM Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2025, closing a stake of 249 shares — an estimated $12.5K sold.

Anderson Financial Strategies first reported a position in XSVM in Q4 2024 and held it in 2 quarters. The position peaked at $6.4M in Q4 2024. 115 funds tracked by Wall St. Rank hold XSVM as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 249 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2025, an estimated $12.5K.
  • Anderson Financial Strategies first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Invesco S&P SmallCap Value with Momentum ETF position peaked at $6.4M in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.