FFA
XSVM icon

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

Farther Finance 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
2026
Q3 		$2M Sell
30,682
-25
-0.1% -$1.74K 0.01% 769
2026
Q2 		$2.14M Sell
30,707
-461
-1% -$30.4K 0.02% 705
2026
Q1 		$1.89M Sell
31,168
-1,283
-4% -$78K 0.02% 674
2025
Q4 		$1.85M Buy
32,451
+31,727
+4,382% +$1.79M 0.02% 616
2025
Q3 		$40.9K Sell
724
-46
-6% -$2.54K ﹤0.01% 2560
2025
Q2 		$40K Sell
770
-66
-8% -$3.25K ﹤0.01% 2239
2025
Q1 		$42.1K Buy
836
+477
+133% +$25.4K ﹤0.01% 1982
2024
Q4 		$19.6K Hold
359
– – ﹤0.01% 2085
2024
Q3 		$19.7K Buy
359
+107
+42% +$5.85K ﹤0.01% 2084
2024
Q2 		$13.1K Hold
252
– – ﹤0.01% 1959
2024
Q1 		$14.2K Buy
+252
New +$13.5K ﹤0.01% 1614

Other funds holding XSVM

BWA
Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Farther Finance Advisors's XSVM Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.08% in Q3 2026, selling an estimated $1.74K and leaving 30,682 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #769.

Farther Finance Advisors first reported a position in XSVM in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.14M in Q2 2026. 11 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

  • Farther Finance Advisors held 30,682 shares of Invesco S&P SmallCap Value with Momentum ETF worth $2M as of Q3 2026.
  • Farther Finance Advisors sold 25 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2026, an estimated $1.74K.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #769 holding.
  • Farther Finance Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2024 and has held it in 11 quarters since.
  • Farther Finance Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $2.14M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.