HighTower Advisors
XSVM icon

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

HighTower 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
Q2 		$567K Hold
8,151
– – ﹤0.01% 2631
2026
Q1 		$491K Hold
8,151
– – ﹤0.01% 2731
2025
Q4 		$466K Sell
8,151
-1,585
-16% -$89.2K ﹤0.01% 2690
2025
Q3 		$550K Sell
9,736
-3,028
-24% -$167K ﹤0.01% 2544
2025
Q2 		$664K Sell
12,764
-6,627
-34% -$327K ﹤0.01% 2298
2025
Q1 		$973K Sell
19,391
-11,359
-37% -$606K ﹤0.01% 1982
2024
Q4 		$1.68M Sell
30,750
-1,023
-3% -$57.7K ﹤0.01% 1624
2024
Q3 		$1.75M Sell
31,773
-1,683
-5% -$92K ﹤0.01% 1602
2024
Q2 		$1.75M Buy
33,456
+1,057
+3% +$57.3K ﹤0.01% 1523
2024
Q1 		$1.85M Buy
32,399
+4,353
+16% +$233K ﹤0.01% 1472
2023
Q4 		$1.52M Buy
28,046
+5,748
+26% +$281K ﹤0.01% 1599
2023
Q3 		$1.07M Buy
22,298
+5,602
+34% +$272K ﹤0.01% 1731
2023
Q2 		$776K Buy
16,696
+2,623
+19% +$117K ﹤0.01% 1902
2023
Q1 		$640K Buy
14,073
+5,350
+61% +$257K ﹤0.01% 1940
2022
Q4 		$398K Buy
8,723
+1,282
+17% +$59.7K ﹤0.01% 2280
2022
Q3 		$306K Buy
7,441
+68
+0.9% +$3.17K ﹤0.01% 2328
2022
Q2 		$327K Buy
7,373
+3,405
+86% +$170K ﹤0.01% 2302
2022
Q1 		$214K Buy
+3,968
New +$212K ﹤0.01% 2799

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

HighTower Advisors's XSVM Position: Q2 2026 in Review

HighTower Advisors held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q2 2026 at 8,151 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

HighTower Advisors first reported a position in XSVM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.85M in Q1 2024. 130 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • HighTower Advisors held 8,151 shares of Invesco S&P SmallCap Value with Momentum ETF worth $567K as of Q2 2026.
  • HighTower Advisors left its Invesco S&P SmallCap Value with Momentum ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2631 holding.
  • HighTower Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2022 and has held it in 18 quarters since.
  • HighTower Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.85M in Q1 2024.
  • 130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.