AWM
XSVM icon

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

Avior 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
2025
Q1 		– Sell
-399
Closed -$21.7K – 2380
2024
Q4 		$21.7K Hold
399
– – ﹤0.01% 1390
2024
Q3 		$21.9K Sell
399
-421
-51% -$23K ﹤0.01% 1355
2024
Q2 		$43K Hold
820
– – ﹤0.01% 1145
2024
Q1 		$46.7K Buy
+820
New +$43.9K ﹤0.01% 1265

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Avior Wealth Management's XSVM Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2025, closing a stake of 399 shares — an estimated $21.7K sold.

Avior Wealth Management first reported a position in XSVM in Q1 2024 and held it in 4 quarters. The position peaked at $46.7K in Q1 2024. 121 funds tracked by Wall St. Rank hold XSVM as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 399 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2025, an estimated $21.7K.
  • Avior Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $46.7K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.