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Blue Trust Inc’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Blue Trust Inc’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 		$7.45K Buy
+107
New +$7.06K ﹤0.01% 1937
2024
Q3 		– Sell
-239
Closed -$13.6K – 3004
2024
Q2 		$13.6K Hold
239
– – ﹤0.01% 1818
2024
Q1 		$13.6K Buy
+239
New +$12.8K ﹤0.01% 1359

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Blue Trust Inc's XSVM Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2026: 107 shares worth $7.45K. The stake represents ﹤0.01% of the portfolio and ranks #1937 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in XSVM as recently as Q2 2024.

Blue Trust Inc first reported a position in XSVM in Q1 2024 and has held it in 3 quarters since. The position peaked at $13.6K in Q2 2024. 130 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Blue Trust Inc held 107 shares of Invesco S&P SmallCap Value with Momentum ETF worth $7.45K as of Q2 2026.
  • Invesco S&P SmallCap Value with Momentum ETF was a new Blue Trust Inc position in Q2 2026.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1937 holding.
  • Blue Trust Inc first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2024 and has held it in 3 quarters since.
  • Blue Trust Inc's Invesco S&P SmallCap Value with Momentum ETF position peaked at $13.6K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.