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EverSource Wealth Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

EverSource Wealth Advisors’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
2025
Q1 		– Sell
-117
Closed -$6.37K – 4183
2024
Q4 		$6.37K Buy
+117
New +$6.6K ﹤0.01% 2236

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

EverSource Wealth Advisors's XSVM Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2025, closing a stake of 117 shares — an estimated $6.37K sold.

EverSource Wealth Advisors first reported a position in XSVM in Q4 2024 and held it in 1 quarter. The position peaked at $6.37K in Q4 2024. 121 funds tracked by Wall St. Rank hold XSVM as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 117 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2025, an estimated $6.37K.
  • EverSource Wealth Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $6.37K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.