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Garton & Associates Financial Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-552
Closed -$31.5K – 715
2025
Q4 		$31.5K Buy
+552
New +$31.1K 0.02% 496

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
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Garton & Associates Financial Advisors's XSVM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2026, closing a stake of 552 shares — an estimated $31.5K sold.

Garton & Associates Financial Advisors first reported a position in XSVM in Q4 2025 and held it in 1 quarter. The position peaked at $31.5K in Q4 2025. 128 funds tracked by Wall St. Rank hold XSVM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 552 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2026, an estimated $31.5K.
  • Garton & Associates Financial Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $31.5K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.