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Global Financial Private Client’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-87
Closed -$4.41K – 1636
2025
Q1 		$4.41K Sell
87
-133
-60% -$7.09K ﹤0.01% 709
2024
Q4 		$12K Hold
220
– – ﹤0.01% 519
2024
Q3 		$12.1K Buy
220
+12
+6% +$656 ﹤0.01% 516
2024
Q2 		$10.9K Buy
208
+17
+9% +$922 ﹤0.01% 439
2024
Q1 		$10.8K Buy
191
+38
+25% +$2.03K ﹤0.01% 452
2023
Q4 		$8.29K Buy
+153
New +$7.49K ﹤0.01% 478

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Financial Private Client's XSVM Position: Q2 2025 in Review

Global Financial Private Client sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2025, closing a stake of 87 shares — an estimated $4.41K sold.

Global Financial Private Client first reported a position in XSVM in Q4 2023 and held it in 6 quarters. The position peaked at $12.1K in Q3 2024. 115 funds tracked by Wall St. Rank hold XSVM as of Q2 2025.

  • Global Financial Private Client reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 87 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2025, an estimated $4.41K.
  • Global Financial Private Client first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2023 and held it in 6 quarters.
  • Global Financial Private Client's Invesco S&P SmallCap Value with Momentum ETF position peaked at $12.1K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.