Eagle Strategies’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Eagle Strategies’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	$962K	Buy	14,780 +428	+3%	+$29.9K	0.09%	148
2026 Q2	$999K	Buy	14,352 +572	+4%	+$37.8K	0.1%	144
2026 Q1	$830K	Buy	13,780 +6,699	+95%	+$407K	0.1%	139
2025 Q4	$405K	Sell	7,081 -910	-11%	-$51.2K	0.05%	185
2025 Q3	$451K	Buy	7,991 +1,214	+18%	+$66.9K	0.06%	174
2025 Q2	$352K	Buy	6,777 +396	+6%	+$19.5K	0.05%	172
2025 Q1	$320K	Buy	6,381 +1,522	+31%	+$81.1K	0.06%	169
2024 Q4	$265K	Buy	+4,859	New	+$274K	0.05%	185

Other funds holding XSVM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Altman Advisors Chicago, Illinois $284M AUM 33.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Eagle Strategies's XSVM Position: Q3 2026 in Review

Eagle Strategies increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 3% in Q3 2026, buying an estimated $29.9K and bringing the position to 14,780 shares worth $962K. The position accounts for 0.09% of the portfolio, ranked #148.

Eagle Strategies first reported a position in XSVM in Q4 2024 and has held it in 8 quarters since. The position peaked at $999K in Q2 2026. 67 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

Eagle Strategies held 14,780 shares of Invesco S&P SmallCap Value with Momentum ETF worth $962K as of Q3 2026.
Eagle Strategies bought 428 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2026, an estimated $29.9K.
Invesco S&P SmallCap Value with Momentum ETF made up 0.09% of Eagle Strategies's portfolio in Q3 2026, its #148 holding.
Eagle Strategies first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2024 and has held it in 8 quarters since.
Eagle Strategies's Invesco S&P SmallCap Value with Momentum ETF position peaked at $999K in Q2 2026.
67 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.