Bank of Montreal
XSVM icon

Bank of Montreal’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Bank of Montreal’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 		– Sell
-989
Closed -$59.6K – 4086
2026
Q1 		$59.6K Hold
989
– – ﹤0.01% 3250
2025
Q4 		$57K Buy
+989
New +$55.7K ﹤0.01% 3169
2025
Q3 		– Sell
-68
Closed -$3.54K – 3843
2025
Q2 		$3.54K Buy
+68
New +$3.35K ﹤0.01% 3428

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of Montreal's XSVM Position: Q2 2026 in Review

Bank of Montreal sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2026, closing a stake of 989 shares — an estimated $59.6K sold.

Bank of Montreal first reported a position in XSVM in Q2 2025 and held it in 3 quarters. The position peaked at $59.6K in Q1 2026. 116 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Bank of Montreal reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 989 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $59.6K.
  • Bank of Montreal first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2025 and held it in 3 quarters.
  • Bank of Montreal's Invesco S&P SmallCap Value with Momentum ETF position peaked at $59.6K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.