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

Armbruster Capital 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	$592K	Hold	9,094	–	–	0.09%	80
2026 Q2	$633K	Hold	9,094	–	–	0.09%	76
2026 Q1	$548K	Hold	9,094	–	–	0.09%	86
2025 Q4	$520K	Hold	9,094	–	–	0.09%	85
2025 Q3	$513K	Hold	9,094	–	–	0.09%	86
2025 Q2	$473K	Hold	9,094	–	–	0.09%	87
2025 Q1	$457K	Sell	9,094 -187	-2%	-$10K	0.09%	89
2024 Q4	$506K	Hold	9,281	–	–	0.1%	85
2024 Q3	$510K	Sell	9,281 -28	-0.3%	-$1.53K	0.1%	86
2024 Q2	$488K	Buy	9,309 +215	+2%	+$11.7K	0.1%	81
2024 Q1	$518K	Hold	9,094	–	–	0.11%	74
2023 Q4	$493K	Hold	9,094	–	–	0.11%	71
2023 Q3	$438K	Hold	9,094	–	–	0.11%	70
2023 Q2	$422K	Hold	9,094	–	–	0.1%	79
2023 Q1	$414K	Hold	9,094	–	–	0.11%	77
2022 Q4	$416K	Hold	9,094	–	–	0.11%	75
2022 Q3	$375K	Hold	9,094	–	–	0.11%	80
2022 Q2	$404K	Hold	9,094	–	–	0.11%	77
2022 Q1	$490K	Hold	9,094	–	–	0.12%	76
2021 Q4	$490K	Hold	9,094	–	–	0.11%	81
2021 Q3	$458K	Hold	9,094	–	–	0.13%	60
2021 Q2	$461K	Hold	9,094	–	–	0.13%	61
2021 Q1	$442K	Hold	9,094	–	–	0.13%	58
2020 Q4	$318K	Hold	9,094	–	–	0.11%	70
2020 Q3	$244K	Hold	9,094	–	–	0.09%	77
2020 Q2	$223K	Buy	+9,094	New	+$205K	0.09%	79

Other funds holding XSVM

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Apex Wealth Management Bedford, New Hampshire $170M AUM 14.49% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Armbruster Capital Management's XSVM Position: Q3 2026 in Review

Armbruster Capital Management held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q3 2026 at 9,094 shares worth $592K. The position accounts for 0.09% of the portfolio, ranked #80.

Armbruster Capital Management first reported a position in XSVM in Q2 2020 and has held it in 26 quarters since. The position peaked at $633K in Q2 2026. 35 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

Armbruster Capital Management held 9,094 shares of Invesco S&P SmallCap Value with Momentum ETF worth $592K as of Q3 2026.
Armbruster Capital Management left its Invesco S&P SmallCap Value with Momentum ETF share count unchanged in Q3 2026.
Invesco S&P SmallCap Value with Momentum ETF made up 0.09% of Armbruster Capital Management's portfolio in Q3 2026, its #80 holding.
Armbruster Capital Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2020 and has held it in 26 quarters since.
Armbruster Capital Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $633K in Q2 2026.
35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.