Cornerstone Planning Group
XSVM icon

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

Cornerstone Planning 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
2026
Q3 		– Sell
-145
Closed -$10.3K – 1757
2026
Q2 		$10.3K Buy
145
+1
+0.7% +$66 ﹤0.01% 883
2026
Q1 		$9.5K Sell
144
-1,072
-88% -$65.2K ﹤0.01% 909
2025
Q4 		$73.3K Buy
1,216
+5
+0.4% +$282 0.01% 264
2025
Q3 		$66.2K Buy
1,211
+8
+0.7% +$441 0.01% 272
2025
Q2 		$63.3K Buy
1,203
+6
+0.5% +$296 0.01% 204
2025
Q1 		$56.8K Buy
1,197
+10
+0.8% +$533 0.01% 216
2024
Q4 		$66.3K Buy
1,187
+4
+0.3% +$226 0.02% 150
2024
Q3 		$64.1K Buy
1,183
+5
+0.4% +$273 0.02% 160
2024
Q2 		$62.4K Sell
1,178
-32
-3% -$1.74K 0.02% 174
2024
Q1 		$65.9K Sell
1,210
-128
-10% -$6.85K 0.02% 143
2023
Q4 		$72.5K Sell
1,338
-173
-11% -$8.46K 0.02% 143
2023
Q3 		$72.8K Sell
1,511
-25
-2% -$1.21K 0.03% 137
2023
Q2 		$71.3K Buy
+1,536
New +$68.6K 0.03% 183
2022
Q4 		$71.2K Buy
+1,498
New +$69.7K 0.03% 209

Other funds holding XSVM

Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Bestgate Wealth Advisors
Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Apex Wealth Management
Apex Wealth Management Bedford, New Hampshire $170M AUM 14.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Cornerstone Planning Group's XSVM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2026, closing a stake of 145 shares — an estimated $10.3K sold.

Cornerstone Planning Group first reported a position in XSVM in Q4 2022 and held it in 14 quarters. The position peaked at $73.3K in Q4 2025. 30 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 145 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2026, an estimated $10.3K.
  • Cornerstone Planning Group first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Invesco S&P SmallCap Value with Momentum ETF position peaked at $73.3K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.