Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Cetera Investment Advisers’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 		$9.72M Sell
139,733
-4,865
-3% -$321K 0.01% 1174
2026
Q1 		$8.71M Buy
144,598
+1,549
+1% +$94.2K 0.01% 1148
2025
Q4 		$8.17M Sell
143,049
-16,752
-10% -$943K 0.01% 1153
2025
Q3 		$9.02M Buy
159,801
+91,742
+135% +$5.06M 0.01% 1052
2025
Q2 		$3.54M Sell
68,059
-5,332
-7% -$263K 0.01% 1432
2025
Q1 		$3.68M Sell
73,391
-30,112
-29% -$1.61M 0.01% 1308
2024
Q4 		$5.64M Buy
103,503
+3,765
+4% +$212K 0.01% 972
2024
Q3 		$5.48M Buy
99,738
+6,708
+7% +$366K 0.01% 956
2024
Q2 		$4.87M Buy
93,030
+12,209
+15% +$662K 0.01% 1011
2024
Q1 		$4.6M Buy
80,821
+69,402
+608% +$3.71M 0.01% 1032
2023
Q4 		$619K Buy
11,419
+5,841
+105% +$286K 0.01% 1381
2023
Q3 		$269K Buy
5,578
+817
+17% +$39.7K ﹤0.01% 1798
2023
Q2 		$221K Sell
4,761
-139,637
-97% -$6.23M ﹤0.01% 1924
2023
Q1 		$6.57M Buy
144,398
+7,834
+6% +$376K 0.06% 310
2022
Q4 		$6.25M Buy
136,564
+14,172
+12% +$660K 0.06% 319
2022
Q3 		$5.04M Buy
122,392
+12,843
+12% +$599K 0.1% 210
2022
Q2 		$4.87M Buy
109,549
+32,960
+43% +$1.64M 0.08% 260
2022
Q1 		$4.13M Buy
+76,589
New +$4.1M 0.06% 327

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers's XSVM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 3.4% in Q2 2026, selling an estimated $321K and leaving 139,733 shares worth $9.72M. The position accounts for 0.01% of the portfolio, ranked #1174.

Cetera Investment Advisers first reported a position in XSVM in Q1 2022 and has held it in 18 quarters since. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Cetera Investment Advisers held 139,733 shares of Invesco S&P SmallCap Value with Momentum ETF worth $9.72M as of Q2 2026.
  • Cetera Investment Advisers sold 4,865 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $321K.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1174 holding.
  • Cetera Investment Advisers first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2022 and has held it in 18 quarters since.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.