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 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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return

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

Apex Wealth Management's XSVM Position: Q2 2026 in Review

Apex Wealth Management increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.44% in Q2 2026, buying an estimated $10.1K and bringing the position to 34,873 shares worth $2.43M. The position accounts for 1.48% of the portfolio, ranked #20.

Apex Wealth Management first reported a position in XSVM in Q4 2024 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Apex Wealth Management held 34,873 shares of Invesco S&P SmallCap Value with Momentum ETF worth $2.43M as of Q2 2026.
Apex Wealth Management bought 153 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $10.1K.
Invesco S&P SmallCap Value with Momentum ETF made up 1.48% of Apex Wealth Management's portfolio in Q2 2026, its #20 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 6 quarters since.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.