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IHT Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

IHT Wealth Management’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 		$2.14M Sell
30,772
-713
-2% -$47.1K 0.05% 376
2026
Q1 		$1.9M Sell
31,485
-979
-3% -$59.5K 0.04% 386
2025
Q4 		$1.85M Buy
32,464
+6,482
+25% +$365K 0.05% 365
2025
Q3 		$1.47M Buy
25,982
+2,744
+12% +$151K 0.04% 418
2025
Q2 		$1.21M Sell
23,238
-25,303
-52% -$1.25M 0.03% 447
2025
Q1 		$2.44M Sell
48,541
-2,691
-5% -$143K 0.08% 246
2024
Q4 		$2.79M Buy
51,232
+726
+1% +$41K 0.09% 210
2024
Q3 		$2.78M Buy
50,506
+4,765
+10% +$260K 0.08% 249
2024
Q2 		$2.4M Sell
45,741
-81
-0.2% -$4.39K 0.09% 226
2024
Q1 		$2.61M Sell
45,822
-141
-0.3% -$7.55K 0.1% 204
2023
Q4 		$2.49M Sell
45,963
-774
-2% -$37.9K 0.11% 184
2023
Q3 		$2.25M Sell
46,737
-6,844
-13% -$332K 0.11% 180
2023
Q2 		$2.49M Buy
53,581
+2,924
+6% +$131K 0.13% 152
2023
Q1 		$2.31M Sell
50,657
-994
-2% -$47.8K 0.13% 154
2022
Q4 		$2.36M Buy
51,651
+92
+0.2% +$4.28K 0.15% 149
2022
Q3 		$2.12M Sell
51,559
-446
-0.9% -$20.8K 0.16% 141
2022
Q2 		$2.31M Buy
52,005
+1,080
+2% +$53.8K 0.2% 108
2022
Q1 		$2.74M Buy
50,925
+37,227
+272% +$1.99M 0.21% 102
2021
Q4 		$738K Buy
13,698
+8,182
+148% +$437K 0.05% 330
2021
Q3 		$278K Buy
+5,516
New +$274K 0.02% 616
2021
Q1 		– Sell
-67,371
Closed -$2.67M – 880
2020
Q4 		$2.67M Buy
67,371
+40,562
+151% +$1.28M 0.22% 110
2020
Q3 		$720K Buy
+26,809
New +$707K 0.07% 260

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

IHT Wealth Management's XSVM Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 2.3% in Q2 2026, selling an estimated $47.1K and leaving 30,772 shares worth $2.14M. The position accounts for 0.05% of the portfolio, ranked #376.

IHT Wealth Management first reported a position in XSVM in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.79M in Q4 2024. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • IHT Wealth Management held 30,772 shares of Invesco S&P SmallCap Value with Momentum ETF worth $2.14M as of Q2 2026.
  • IHT Wealth Management sold 713 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $47.1K.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.05% of IHT Wealth Management's portfolio in Q2 2026, its #376 holding.
  • IHT Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2020 and has held it in 22 quarters since.
  • IHT Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $2.79M in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.