CIBC World Market
XSVM icon

CIBC World Market’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

CIBC World Market’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 		$5.86M Sell
97,215
-324
-0.3% -$19.7K 0.01% 524
2025
Q4 		$5.57M Sell
97,539
-2,135
-2% -$120K 0.01% 545
2025
Q3 		$5.63M Buy
99,674
+492
+0.5% +$27.1K 0.01% 549
2025
Q2 		$5.16M Sell
99,182
-4,354
-4% -$215K 0.01% 513
2025
Q1 		$5.2M Sell
103,536
-63,383
-38% -$3.38M 0.01% 477
2024
Q4 		$9.09M Sell
166,919
-240,128
-59% -$13.6M 0.02% 363
2024
Q3 		$22.4M Buy
407,047
+237,113
+140% +$13M 0.05% 217
2024
Q2 		$8.9M Buy
169,934
+68,122
+67% +$3.7M 0.02% 318
2024
Q1 		$5.8M Sell
101,812
-14,008
-12% -$750K 0.01% 424
2023
Q4 		$6.27M Sell
115,820
-633
-0.5% -$31K 0.02% 368
2023
Q3 		$5.61M Sell
116,453
-66,489
-36% -$3.23M 0.02% 354
2023
Q2 		$8.5M Buy
182,942
+20,892
+13% +$933K 0.03% 281
2023
Q1 		$7.38M Sell
162,050
-46,161
-22% -$2.22M 0.03% 303
2022
Q4 		$9.52M Buy
208,211
+101,854
+96% +$4.74M 0.04% 268
2022
Q3 		$4.38M Buy
+106,357
New +$4.96M 0.02% 372

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