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

Evanson Financial’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	$310K	Buy	+4,455	New	+$294K	0.02%	261

Other funds holding XSVM

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

SFM LLC Manchester, New Hampshire $195M AUM 16.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return