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

Global Retirement 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 		$24K Buy
+344
New +$22.7K ﹤0.01% 2957
2025
Q4 		$39.7K Sell
694
-31
-4% -$1.75K ﹤0.01% 2485
2025
Q3 		$40.9K Sell
725
-95
-12% -$5.24K ﹤0.01% 2017
2025
Q2 		$42.6K Buy
+820
New +$40.4K ﹤0.01% 1854
2024
Q4 		$103K Buy
1,891
+5
+0.3% +$282 ﹤0.01% 1254
2024
Q3 		$104K Sell
1,886
-526
-22% -$28.7K ﹤0.01% 1223
2024
Q2 		$126K Buy
2,412
+656
+37% +$35.6K ﹤0.01% 1077
2024
Q1 		$100K Sell
1,756
-1,071
-38% -$57.3K ﹤0.01% 1086
2023
Q4 		$144K Sell
2,827
-1,136
-29% -$55.6K 0.01% 885
2023
Q3 		$185K Sell
3,963
-471
-11% -$22.9K 0.01% 689
2023
Q2 		$206K Sell
4,434
-913
-17% -$40.8K 0.01% 691
2023
Q1 		$229K Sell
5,347
-281
-5% -$13.5K 0.01% 619
2022
Q4 		$257K Buy
5,628
+217
+4% +$10.1K 0.02% 522
2022
Q3 		$256K Hold
5,411
– – 0.02% 501
2022
Q2 		$240K Buy
5,411
+99
+2% +$4.93K 0.02% 512
2022
Q1 		$258K Buy
+5,312
New +$284K 0.02% 500
2021
Q4 		– Sell
-1,470
Closed -$74K – 1858
2021
Q3 		$74K Buy
+1,470
New +$73K 0.01% 738

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

Global Retirement Partners's XSVM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2026: 344 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #2957 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XSVM as recently as Q4 2025.

Global Retirement Partners first reported a position in XSVM in Q3 2021 and has held it in 17 quarters since. The position peaked at $258K in Q1 2022. 130 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Global Retirement Partners held 344 shares of Invesco S&P SmallCap Value with Momentum ETF worth $24K as of Q2 2026.
  • Invesco S&P SmallCap Value with Momentum ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2957 holding.
  • Global Retirement Partners first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2021 and has held it in 17 quarters since.
  • Global Retirement Partners's Invesco S&P SmallCap Value with Momentum ETF position peaked at $258K in Q1 2022.
  • 130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.