Cetera Investment Advisers
XSVM icon

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
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 $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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return