Congress Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Congress Wealth Management’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	$6.03M	Sell	116,026 -7,561	-6%	-$373K	0.06%	350
2025 Q1	$6.2M	Buy	+123,587	New	+$6.59M	0.07%	293

Other funds holding XSVM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Congress Wealth Management's XSVM Position: Q2 2025 in Review

Congress Wealth Management reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 6.1% in Q2 2025, selling an estimated $373K and leaving 116,026 shares worth $6.03M. The position accounts for 0.06% of the portfolio, ranked #350.

Congress Wealth Management first reported a position in XSVM in Q1 2025 and has held it in 2 quarters since. The position peaked at $6.2M in Q1 2025. 115 funds tracked by Wall St. Rank hold XSVM as of Q2 2025.

Congress Wealth Management held 116,026 shares of Invesco S&P SmallCap Value with Momentum ETF worth $6.03M as of Q2 2025.
Congress Wealth Management sold 7,561 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2025, an estimated $373K.
Invesco S&P SmallCap Value with Momentum ETF made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #350 holding.
Congress Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2025 and has held it in 2 quarters since.
Congress Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $6.2M in Q1 2025.
115 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.