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

Bestgate Wealth Advisors’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	$1.69M	Sell	24,275 -62	-0.3%	-$4.09K	2.69%	12
2026 Q1	$1.47M	Sell	24,337 -7,240	-23%	-$440K	2.65%	13
2025 Q4	$1.8M	Buy	31,577 +146	+0.5%	+$8.22K	3.17%	9
2025 Q3	$1.77M	Buy	31,431 +1,746	+6%	+$96.3K	3.13%	9
2025 Q2	$1.49M	Hold	29,685	–	–	3.09%	9
2025 Q1	$1.49M	Buy	29,685 +1,423	+5%	+$75.9K	3.09%	9
2024 Q4	$1.54M	Buy	+28,262	New	+$1.6M	3.09%	7

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

Bestgate Wealth Advisors's XSVM Position: Q2 2026 in Review

Bestgate Wealth Advisors reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.25% in Q2 2026, selling an estimated $4.09K and leaving 24,275 shares worth $1.69M. The position accounts for 2.69% of the portfolio, ranked #12.

Bestgate Wealth Advisors first reported a position in XSVM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q4 2025. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Bestgate Wealth Advisors held 24,275 shares of Invesco S&P SmallCap Value with Momentum ETF worth $1.69M as of Q2 2026.
Bestgate Wealth Advisors sold 62 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $4.09K.
Invesco S&P SmallCap Value with Momentum ETF made up 2.69% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Bestgate Wealth Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Bestgate Wealth Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.8M in Q4 2025.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.