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

Financial Gravity Companies’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
Q2 		$8.63K Buy
+166
New +$8.18K ﹤0.01% 605
2024
Q4 		$48.5K Hold
890
– – 0.01% 288
2024
Q3 		$48.9K Buy
+890
New +$48.6K 0.01% 184

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Gravity Companies's XSVM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2025: 166 shares worth $8.63K. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in XSVM as recently as Q4 2024.

Financial Gravity Companies first reported a position in XSVM in Q3 2024 and has held it in 3 quarters since. The position peaked at $48.9K in Q3 2024. 115 funds tracked by Wall St. Rank hold XSVM as of Q2 2025.

  • Financial Gravity Companies held 166 shares of Invesco S&P SmallCap Value with Momentum ETF worth $8.63K as of Q2 2025.
  • Invesco S&P SmallCap Value with Momentum ETF was a new Financial Gravity Companies position in Q2 2025.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #605 holding.
  • Financial Gravity Companies first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Invesco S&P SmallCap Value with Momentum ETF position peaked at $48.9K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.