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Capital Analysts LLC’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Capital Analysts LLC’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 		$97K Hold
1,602
– – ﹤0.01% 806
2025
Q4 		$92K Buy
+1,602
New +$90.2K ﹤0.01% 786
2025
Q1 		– Sell
-60
Closed -$3K – 1434
2024
Q4 		$3K Hold
60
– – ﹤0.01% 1214
2024
Q3 		$3K Hold
60
– – ﹤0.01% 1200
2024
Q2 		$3K Buy
+60
New +$3.25K ﹤0.01% 1097
2023
Q4 		– Sell
-342
Closed -$16K – 1226
2023
Q3 		$16K Buy
+342
New +$16.6K ﹤0.01% 813
2023
Q1 		– Sell
-21
Closed -$1K – 1087
2022
Q4 		$1K Hold
21
– – ﹤0.01% 1051
2022
Q3 		$1K Hold
21
– – ﹤0.01% 1086
2022
Q2 		$1K Buy
+21
New +$1.05K ﹤0.01% 1005

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