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
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

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return