BFC Planning, Inc.’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

BFC Planning, Inc.’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	$7.38K	Sell	106 -55	-34%	-$3.63K	﹤0.01%	2515
2026 Q1	$9.7K	Buy	+161	New	+$9.8K	﹤0.01%	2062

Other funds holding XSVM

LPL Financial San Diego, California $468B AUM 17.69% 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 $62.4B AUM 44.75% 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 $284M AUM 33.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BFC Planning, Inc.'s XSVM Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 34% in Q2 2026, selling an estimated $3.63K and leaving 106 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

BFC Planning, Inc. first reported a position in XSVM in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.7K in Q1 2026. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

BFC Planning, Inc. held 106 shares of Invesco S&P SmallCap Value with Momentum ETF worth $7.38K as of Q2 2026.
BFC Planning, Inc. sold 55 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $3.63K.
Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2515 holding.
BFC Planning, Inc. first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2026 and has held it in 2 quarters since.
BFC Planning, Inc.'s Invesco S&P SmallCap Value with Momentum ETF position peaked at $9.7K in Q1 2026.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.