CFD
XSVM icon

Creative Financial Designs’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Creative Financial Designs’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 		$457K Sell
6,561
-5,485
-46% -$362K 0.02% 423
2026
Q1 		$726K Buy
12,046
+642
+6% +$39K 0.04% 278
2025
Q4 		$652K Buy
11,404
+620
+6% +$34.9K 0.04% 293
2025
Q3 		$609K Sell
10,784
-475
-4% -$26.2K 0.04% 300
2025
Q2 		$585K Sell
11,259
-3,290
-23% -$162K 0.04% 300
2025
Q1 		$730K Buy
14,549
+860
+6% +$45.8K 0.06% 234
2024
Q4 		$746K Buy
13,689
+3,229
+31% +$182K 0.06% 232
2024
Q3 		$575K Sell
10,460
-715
-6% -$39.1K 0.05% 266
2024
Q2 		$585K Buy
11,175
+658
+6% +$35.7K 0.05% 252
2024
Q1 		$599K Buy
10,517
+6,672
+174% +$357K 0.06% 240
2023
Q4 		$208K Buy
3,845
+2,961
+335% +$145K 0.02% 379
2023
Q3 		$42.6K Sell
884
-134
-13% -$6.51K 0.01% 668
2023
Q2 		$47.3K Sell
1,018
-81
-7% -$3.62K 0.01% 647
2023
Q1 		$50K Sell
1,099
-26
-2% -$1.25K 0.01% 600
2022
Q4 		$51.4K Sell
1,125
-134
-11% -$6.24K 0.01% 564
2022
Q3 		$52K Buy
1,259
+35
+3% +$1.63K 0.01% 546
2022
Q2 		$54K Buy
1,224
+115
+10% +$5.73K 0.01% 532
2022
Q1 		$60K Sell
1,109
-467
-30% -$25K 0.01% 532
2021
Q4 		$85K Sell
1,576
-179
-10% -$9.55K 0.01% 468
2021
Q3 		$88K Buy
1,755
+318
+22% +$15.8K 0.01% 463
2021
Q2 		$73K Buy
+1,437
New +$72.5K 0.01% 511

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

Creative Financial Designs's XSVM Position: Q2 2026 in Review

Creative Financial Designs reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 46% in Q2 2026, selling an estimated $362K and leaving 6,561 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #423.

Creative Financial Designs first reported a position in XSVM in Q2 2021 and has held it in 21 quarters since. The position peaked at $746K in Q4 2024. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Creative Financial Designs held 6,561 shares of Invesco S&P SmallCap Value with Momentum ETF worth $457K as of Q2 2026.
  • Creative Financial Designs sold 5,485 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $362K.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #423 holding.
  • Creative Financial Designs first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2021 and has held it in 21 quarters since.
  • Creative Financial Designs's Invesco S&P SmallCap Value with Momentum ETF position peaked at $746K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.