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GPS Wealth Strategies Group’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-355
Closed -$20K – 1617
2025
Q3 		$20K Buy
355
+9
+3% +$496 ﹤0.01% 899
2025
Q2 		$18K Hold
346
– – ﹤0.01% 876
2025
Q1 		$17.4K Buy
346
+18
+5% +$960 ﹤0.01% 859
2024
Q4 		$17.9K Buy
328
+36
+12% +$2.03K ﹤0.01% 817
2024
Q3 		$16.1K Buy
292
+128
+78% +$6.99K ﹤0.01% 846
2024
Q2 		$8.59K Hold
164
– – ﹤0.01% 949
2024
Q1 		$9.34K Buy
164
+18
+12% +$963 ﹤0.01% 874
2023
Q4 		$7.91K Buy
+146
New +$7.14K ﹤0.01% 883

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $376B 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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return