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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
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 $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