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

Financial Gravity Asset Management’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	$362	Sell	6 -160	-96%	-$9.73K	﹤0.01%	815
2025 Q4	$9.48K	Hold	166	–	–	﹤0.01%	498
2025 Q3	$9.37K	Buy	+166	New	+$9.15K	﹤0.01%	580
2025 Q1	$8.33K	Buy	+166	New	+$8.85K	﹤0.01%	646
2024 Q2	$71.6K	Buy	+1,367	New	+$74.2K	0.02%	219

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Financial Gravity Asset Management's XSVM Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 96% in Q1 2026, selling an estimated $9.73K and leaving 6 shares worth $362. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Financial Gravity Asset Management first reported a position in XSVM in Q2 2024 and has held it in 5 quarters since. The position peaked at $71.6K in Q2 2024. 128 funds tracked by Wall St. Rank hold XSVM as of Q1 2026.

Financial Gravity Asset Management held 6 shares of Invesco S&P SmallCap Value with Momentum ETF worth $362 as of Q1 2026.
Financial Gravity Asset Management sold 160 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2026, an estimated $9.73K.
Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #815 holding.
Financial Gravity Asset Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2024 and has held it in 5 quarters since.
Financial Gravity Asset Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $71.6K in Q2 2024.
128 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.