Apex Wealth Management
XSVM icon

Apex Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Apex Wealth Management’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
Q3 		$2.28M Buy
35,090
+217
+0.6% +$15.1K 1.34% 23
2026
Q2 		$2.43M Buy
34,873
+153
+0.4% +$10.1K 1.48% 20
2026
Q1 		$2.09M Buy
+34,720
New +$2.11M 1.44% 22
2025
Q4 		– Sell
-34,403
Closed -$1.94M – 62
2025
Q3 		$1.94M Buy
34,403
+238
+0.7% +$13.1K 1.39% 22
2025
Q2 		$1.78M Buy
34,165
+102
+0.3% +$5.03K 1.43% 22
2025
Q1 		$1.71M Buy
34,063
+263
+0.8% +$14K 1.54% 23
2024
Q4 		$1.84M Buy
+33,800
New +$1.91M 1.59% 23

Other funds holding XSVM

Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Bestgate Wealth Advisors
Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Apex Wealth Management's XSVM Position: Q3 2026 in Review

Apex Wealth Management increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.62% in Q3 2026, buying an estimated $15.1K and bringing the position to 35,090 shares worth $2.28M. The position accounts for 1.34% of the portfolio, ranked #23.

Apex Wealth Management first reported a position in XSVM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.43M in Q2 2026. 34 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

  • Apex Wealth Management held 35,090 shares of Invesco S&P SmallCap Value with Momentum ETF worth $2.28M as of Q3 2026.
  • Apex Wealth Management bought 217 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2026, an estimated $15.1K.
  • Invesco S&P SmallCap Value with Momentum ETF made up 1.34% of Apex Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Apex Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • Apex Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $2.43M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.