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 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%	-$9.97K	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

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

DWM

Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

SFM LLC Manchester, New Hampshire $195M AUM 16.36% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Armbruster Capital Management's XSVM Position: Q2 2026 in Review

Armbruster Capital Management held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q2 2026 at 9,094 shares worth $633K. The position accounts for 0.09% of the portfolio, ranked #76.

Armbruster Capital Management first reported a position in XSVM in Q2 2020 and has held it in 25 quarters since. 19 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Armbruster Capital Management held 9,094 shares of Invesco S&P SmallCap Value with Momentum ETF worth $633K as of Q2 2026.
Armbruster Capital Management left its Invesco S&P SmallCap Value with Momentum ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Value with Momentum ETF made up 0.09% of Armbruster Capital Management's portfolio in Q2 2026, its #76 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 25 quarters since.
19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.