First Command Advisory Services’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

First Command Advisory Services’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 Q1	–	Sell	-176	Closed	-$9.59K	–	650
2024 Q4	$9.59K	Sell	176 -675	-79%	-$38.1K	﹤0.01%	392
2024 Q3	$46.8K	Buy	851 +176	+26%	+$9.62K	﹤0.01%	287
2024 Q2	$35.4K	Hold	675	–	–	﹤0.01%	289
2024 Q1	$38.4K	Hold	675	–	–	﹤0.01%	277
2023 Q4	$36.6K	Hold	675	–	–	﹤0.01%	268
2023 Q3	$32.5K	Buy	+675	New	+$32.8K	﹤0.01%	268

Other funds holding XSVM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

TFP

Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

First Command Advisory Services's XSVM Position: Q1 2025 in Review

First Command Advisory Services sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2025, closing a stake of 176 shares — an estimated $9.59K sold.

First Command Advisory Services first reported a position in XSVM in Q3 2023 and held it in 6 quarters. The position peaked at $46.8K in Q3 2024. 121 funds tracked by Wall St. Rank hold XSVM as of Q1 2025.

First Command Advisory Services reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2025 after selling out during the quarter.
First Command Advisory Services sold 176 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2025, an estimated $9.59K.
First Command Advisory Services first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2023 and held it in 6 quarters.
First Command Advisory Services's Invesco S&P SmallCap Value with Momentum ETF position peaked at $46.8K in Q3 2024.
121 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2025.

Based on First Command Advisory Services's 13F filing for Q1 2025, filed 2 May 2025.