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

CHB Investment Group’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
2025
Q2 		$1.39M Sell
26,725
-338
-1% -$16.7K 0.71% 50
2025
Q1 		$1.36M Sell
27,063
-854
-3% -$45.5K 0.72% 54
2024
Q4 		$1.52M Sell
27,917
-6,175
-18% -$349K 0.83% 54
2024
Q3 		$1.88M Buy
+34,092
New +$1.86M 0.99% 53

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $188M AUM 20.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CHB Investment Group's XSVM Position: Q2 2025 in Review

CHB Investment Group reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 1.2% in Q2 2025, selling an estimated $16.7K and leaving 26,725 shares worth $1.39M. The position accounts for 0.71% of the portfolio, ranked #50.

CHB Investment Group first reported a position in XSVM in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.88M in Q3 2024. 115 funds tracked by Wall St. Rank hold XSVM as of Q2 2025.

  • CHB Investment Group held 26,725 shares of Invesco S&P SmallCap Value with Momentum ETF worth $1.39M as of Q2 2025.
  • CHB Investment Group sold 338 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2025, an estimated $16.7K.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.71% of CHB Investment Group's portfolio in Q2 2025, its #50 holding.
  • CHB Investment Group first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.88M in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.