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
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 $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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return