Cambridge Investment Research Advisors
XSVM icon

Cambridge Investment Research Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Cambridge Investment Research 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
Q1 		$811K Sell
13,459
-739
-5% -$44.9K ﹤0.01% 2356
2025
Q4 		$811K Buy
14,198
+540
+4% +$30.4K ﹤0.01% 2277
2025
Q3 		$771K Buy
13,658
+421
+3% +$23.2K ﹤0.01% 2272
2025
Q2 		$688K Sell
13,237
-4,063
-23% -$200K ﹤0.01% 2247
2025
Q1 		$868K Sell
17,300
-3,122
-15% -$166K ﹤0.01% 1975
2024
Q4 		$1.11M Buy
20,422
+163
+0.8% +$9.2K ﹤0.01% 1782
2024
Q3 		$1.11M Sell
20,259
-12,948
-39% -$707K ﹤0.01% 1787
2024
Q2 		$1.74M Buy
33,207
+1,225
+4% +$66.5K 0.01% 1374
2024
Q1 		$1.82M Sell
31,982
-930
-3% -$49.8K 0.01% 1330
2023
Q4 		$1.78M Buy
32,912
+5,433
+20% +$266K 0.01% 1273
2023
Q3 		$1.32M Buy
27,479
+1,373
+5% +$66.7K 0.01% 1394
2023
Q2 		$1.21M Sell
26,106
-27,976
-52% -$1.25M 0.01% 1479
2023
Q1 		$2.46M Sell
54,082
-166,261
-75% -$7.99M 0.01% 1018
2022
Q4 		$10.1M Buy
220,343
+179,262
+436% +$8.34M 0.05% 367
2022
Q3 		$1.69M Buy
41,081
+1,071
+3% +$49.9K 0.01% 1130
2022
Q2 		$1.78M Sell
40,010
-226,327
-85% -$11.3M 0.01% 1105
2022
Q1 		$14.3M Buy
266,337
+59,294
+29% +$3.17M 0.07% 279
2021
Q4 		$11.2M Buy
207,043
+77,312
+60% +$4.13M 0.05% 347
2021
Q3 		$6.53M Buy
129,731
+10,977
+9% +$545K 0.03% 499
2021
Q2 		$6.02M Buy
118,754
+109,631
+1,202% +$5.53M 0.03% 537
2021
Q1 		$443K Buy
+9,123
New +$396K ﹤0.01% 1988

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return