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Independent Advisor Alliance’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Independent Advisor Alliance’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 		$1.41M Buy
+23,463
New +$1.43M 0.02% 669
2025
Q1 		– Sell
-21,535
Closed -$1.17M – 1393
2024
Q4 		$1.17M Buy
+21,535
New +$1.22M 0.02% 683

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B 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 $38.1B 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

Independent Advisor Alliance's XSVM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2026: 23,463 shares worth $1.41M. The stake represents 0.02% of the portfolio and ranks #669 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in XSVM as recently as Q4 2024.

Independent Advisor Alliance first reported a position in XSVM in Q4 2024 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold XSVM as of Q1 2026.

  • Independent Advisor Alliance held 23,463 shares of Invesco S&P SmallCap Value with Momentum ETF worth $1.41M as of Q1 2026.
  • Invesco S&P SmallCap Value with Momentum ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #669 holding.
  • Independent Advisor Alliance first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2024 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.