Creative Planning
XSVM icon

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

Creative Planning’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 		$585K Buy
9,715
+579
+6% +$35.2K ﹤0.01% 2898
2025
Q4 		$522K Sell
9,136
-38
-0.4% -$2.14K ﹤0.01% 2804
2025
Q3 		$518K Sell
9,174
-28
-0.3% -$1.54K ﹤0.01% 2686
2025
Q2 		$478K Sell
9,202
-45
-0.5% -$2.22K ﹤0.01% 2503
2025
Q1 		$464K Sell
9,247
-2
-0% -$107 ﹤0.01% 2351
2024
Q4 		$504K Buy
9,249
+336
+4% +$19K ﹤0.01% 2216
2024
Q3 		$490K Sell
8,913
-236
-3% -$12.9K ﹤0.01% 2126
2024
Q2 		$479K Buy
9,149
+382
+4% +$20.7K ﹤0.01% 1976
2024
Q1 		$499K Sell
8,767
-842
-9% -$45.1K ﹤0.01% 1850
2023
Q4 		$521K Buy
9,609
+810
+9% +$39.6K ﹤0.01% 1695
2023
Q3 		$424K Buy
8,799
+96
+1% +$4.66K ﹤0.01% 1671
2023
Q2 		$404K Sell
8,703
-14
-0.2% -$625 ﹤0.01% 1689
2023
Q1 		$397K Sell
8,717
-882
-9% -$42.4K ﹤0.01% 1625
2022
Q4 		$439K Sell
9,599
-12
-0.1% -$559 ﹤0.01% 1501
2022
Q3 		$396K Buy
9,611
+12
+0.1% +$559 ﹤0.01% 1476
2022
Q2 		$426K Sell
9,599
-1,500
-14% -$74.7K ﹤0.01% 1401
2022
Q1 		$598K Buy
11,099
+996
+10% +$53.3K ﹤0.01% 1235
2021
Q4 		$544K Sell
10,103
-244
-2% -$13K ﹤0.01% 1255
2021
Q3 		$521K Buy
10,347
+299
+3% +$14.9K ﹤0.01% 1266
2021
Q2 		$510K Sell
10,048
-99
-1% -$5K ﹤0.01% 1272
2021
Q1 		$493K Buy
10,147
+1,439
+17% +$62.4K ﹤0.01% 1452
2020
Q4 		$304K Hold
8,708
– – ﹤0.01% 1627
2020
Q3 		$234K Sell
8,708
-69
-0.8% -$1.82K ﹤0.01% 1590
2020
Q2 		$215K Buy
+8,777
New +$198K ﹤0.01% 1488
2020
Q1 		– Sell
-9,056
Closed -$307K – 2109
2019
Q4 		$307K Buy
9,056
+97
+1% +$3.11K ﹤0.01% 1391
2019
Q3 		$273K Sell
8,959
-610
-6% -$17.8K ﹤0.01% 1419
2019
Q2 		$281K Sell
9,569
-2,038
-18% -$60K ﹤0.01% 1414
2019
Q1 		$343K Sell
11,607
-1,068
-8% -$31.4K ﹤0.01% 1253
2018
Q4 		$334K Hold
12,675
– – ﹤0.01% 1171
2018
Q3 		$411K Hold
12,675
– – ﹤0.01% 1207
2018
Q2 		$407K Buy
+12,675
New +$397K ﹤0.01% 1181

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B 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 $38.1B 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

Creative Planning's XSVM Position: Q1 2026 in Review

Creative Planning increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 6.3% in Q1 2026, buying an estimated $35.2K and bringing the position to 9,715 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

Creative Planning first reported a position in XSVM in Q2 2018 and has held it in 31 quarters since. The position peaked at $598K in Q1 2022. 127 funds tracked by Wall St. Rank hold XSVM as of Q1 2026.

  • Creative Planning held 9,715 shares of Invesco S&P SmallCap Value with Momentum ETF worth $585K as of Q1 2026.
  • Creative Planning bought 579 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2026, an estimated $35.2K.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2898 holding.
  • Creative Planning first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2018 and has held it in 31 quarters since.
  • Creative Planning's Invesco S&P SmallCap Value with Momentum ETF position peaked at $598K in Q1 2022.
  • 127 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.