Focus Partners Advisor Solutions’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Focus Partners Advisor Solutions’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	$3.23M	Buy	46,343 +505	+1%	+$33.3K	0.03%	276
2026 Q1	$2.76M	Buy	45,838 +1,263	+3%	+$76.8K	0.03%	286
2025 Q4	$2.55M	Buy	44,575 +90	+0.2%	+$5.07K	0.03%	258
2025 Q3	$2.51M	Sell	44,485 -983	-2%	-$54.2K	0.03%	289
2025 Q2	$2.36M	Buy	45,468 +17,014	+60%	+$838K	0.03%	253
2025 Q1	$1.43M	Buy	28,454 +3,531	+14%	+$188K	0.02%	310
2024 Q4	$1.36M	Buy	24,923 +9,691	+64%	+$547K	0.02%	287
2024 Q3	$838K	Buy	+15,232	New	+$832K	0.02%	320
2022 Q4	–	Sell	-14,881	Closed	-$613K	–	437
2022 Q3	$613K	Sell	14,881 -1,200	-7%	-$55.9K	0.04%	200
2022 Q2	$714K	Buy	+16,081	New	+$801K	0.06%	146

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

Focus Partners Advisor Solutions's XSVM Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 1.1% in Q2 2026, buying an estimated $33.3K and bringing the position to 46,343 shares worth $3.23M. The position accounts for 0.03% of the portfolio, ranked #276.

Focus Partners Advisor Solutions first reported a position in XSVM in Q2 2022 and has held it in 10 quarters since. 130 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Focus Partners Advisor Solutions held 46,343 shares of Invesco S&P SmallCap Value with Momentum ETF worth $3.23M as of Q2 2026.
Focus Partners Advisor Solutions bought 505 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $33.3K.
Invesco S&P SmallCap Value with Momentum ETF made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #276 holding.
Focus Partners Advisor Solutions first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2022 and has held it in 10 quarters since.
130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.