Blue Trust Inc
XSVM icon

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
Q3 		– Sell
-107
Closed -$7.45K – 2803
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

Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Bestgate Wealth Advisors
Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Apex Wealth Management
Apex Wealth Management Bedford, New Hampshire $170M AUM 14.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Blue Trust Inc's XSVM Position: Q3 2026 in Review

Blue Trust Inc sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2026, closing a stake of 107 shares — an estimated $7.45K sold.

Blue Trust Inc first reported a position in XSVM in Q1 2024 and held it in 3 quarters. The position peaked at $13.6K in Q2 2024. 36 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

  • Blue Trust Inc reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 107 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2026, an estimated $7.45K.
  • Blue Trust Inc first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2024 and held it in 3 quarters.
  • Blue Trust Inc's Invesco S&P SmallCap Value with Momentum ETF position peaked at $13.6K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.