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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Farther Finance Advisors's XSVM Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 1.5% in Q2 2026, selling an estimated $30.4K and leaving 30,707 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #705.

Farther Finance Advisors first reported a position in XSVM in Q1 2024 and has held it in 10 quarters since. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Farther Finance Advisors held 30,707 shares of Invesco S&P SmallCap Value with Momentum ETF worth $2.14M as of Q2 2026.
Farther Finance Advisors sold 461 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $30.4K.
Invesco S&P SmallCap Value with Momentum ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #705 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 10 quarters since.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.