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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
2026
Q2 		$418 Buy
+6
New +$396 ﹤0.01% 865
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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Gravity Companies's XSVM Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2026: 6 shares worth $418. The stake represents ﹤0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in XSVM as recently as Q2 2025.

Financial Gravity Companies first reported a position in XSVM in Q3 2024 and has held it in 4 quarters since. The position peaked at $48.9K in Q3 2024. 130 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Financial Gravity Companies held 6 shares of Invesco S&P SmallCap Value with Momentum ETF worth $418 as of Q2 2026.
  • Invesco S&P SmallCap Value with Momentum ETF was a new Financial Gravity Companies position in Q2 2026.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #865 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 4 quarters since.
  • Financial Gravity Companies's Invesco S&P SmallCap Value with Momentum ETF position peaked at $48.9K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.