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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
Q2 		$10.3K Buy
145
+1
+0.7% +$66 ﹤0.01% 883
2026
Q1 		$9.52K 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

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cornerstone Planning Group's XSVM Position: Q2 2026 in Review

Cornerstone Planning Group increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.69% in Q2 2026, buying an estimated $66 and bringing the position to 145 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Cornerstone Planning Group first reported a position in XSVM in Q4 2022 and has held it in 14 quarters since. The position peaked at $73.3K in Q4 2025. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Cornerstone Planning Group held 145 shares of Invesco S&P SmallCap Value with Momentum ETF worth $10.3K as of Q2 2026.
  • Cornerstone Planning Group bought 1 Invesco S&P SmallCap Value with Momentum ETF share in Q2 2026, an estimated $66.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #883 holding.
  • Cornerstone Planning Group first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Invesco S&P SmallCap Value with Momentum ETF position peaked at $73.3K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.