EH
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Equitable Holdings’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Equitable Holdings’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 		$409K Sell
5,871
-923
-14% -$60.9K ﹤0.01% 1411
2026
Q1 		$388K Sell
6,794
-230
-3% -$14K ﹤0.01% 1352
2025
Q4 		$401K Sell
7,024
-2,660
-27% -$150K ﹤0.01% 1193
2025
Q3 		$547K Sell
9,684
-689
-7% -$38K ﹤0.01% 1046
2025
Q2 		$539K Sell
10,373
-1,746
-14% -$86K ﹤0.01% 979
2025
Q1 		$608K Sell
12,119
-214
-2% -$11.4K 0.01% 859
2024
Q4 		$672K Sell
12,333
-1,627
-12% -$91.8K 0.01% 786
2024
Q3 		$768K Sell
13,960
-1,451
-9% -$79.3K 0.01% 751
2024
Q2 		$807K Buy
15,411
+4,923
+47% +$267K 0.01% 698
2024
Q1 		$597K Sell
10,488
-5,385
-34% -$288K 0.01% 748
2023
Q4 		$860K Sell
15,873
-2,925
-16% -$143K 0.01% 624
2023
Q3 		$905K Sell
18,798
-7,774
-29% -$378K 0.01% 563
2023
Q2 		$1.23M Sell
26,572
-17,418
-40% -$778K 0.02% 469
2023
Q1 		$2M Sell
43,990
-3,325
-7% -$160K 0.03% 320
2022
Q4 		$2.16M Buy
47,315
+1,506
+3% +$70.1K 0.04% 285
2022
Q3 		$1.89M Buy
45,809
+8,728
+24% +$407K 0.04% 272
2022
Q2 		$1.65M Buy
37,081
+22,297
+151% +$1.11M 0.03% 293
2022
Q1 		$796K Buy
+14,784
New +$791K 0.01% 465

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

Equitable Holdings's XSVM Position: Q2 2026 in Review

Equitable Holdings reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 14% in Q2 2026, selling an estimated $60.9K and leaving 5,871 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Equitable Holdings first reported a position in XSVM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.16M in Q4 2022. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Equitable Holdings held 5,871 shares of Invesco S&P SmallCap Value with Momentum ETF worth $409K as of Q2 2026.
  • Equitable Holdings sold 923 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $60.9K.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1411 holding.
  • Equitable Holdings first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2022 and has held it in 18 quarters since.
  • Equitable Holdings's Invesco S&P SmallCap Value with Momentum ETF position peaked at $2.16M in Q4 2022.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.