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Gateway Wealth Partners’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Gateway Wealth Partners’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 		$206K Sell
2,962
-2,588
-47% -$171K 0.01% 733
2026
Q1 		$334K Buy
+5,550
New +$337K 0.01% 716

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

Gateway Wealth Partners's XSVM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 47% in Q2 2026, selling an estimated $171K and leaving 2,962 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #733.

Gateway Wealth Partners first reported a position in XSVM in Q1 2026 and has held it in 2 quarters since. The position peaked at $334K in Q1 2026. 130 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Gateway Wealth Partners held 2,962 shares of Invesco S&P SmallCap Value with Momentum ETF worth $206K as of Q2 2026.
  • Gateway Wealth Partners sold 2,588 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $171K.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.01% of Gateway Wealth Partners's portfolio in Q2 2026, its #733 holding.
  • Gateway Wealth Partners first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's Invesco S&P SmallCap Value with Momentum ETF position peaked at $334K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.