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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
Q2 		$205K Sell
2,941
-20,522
-87% -$1.35M ﹤0.01% 974
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 $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

Independent Advisor Alliance's XSVM Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 87% in Q2 2026, selling an estimated $1.35M and leaving 2,941 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Independent Advisor Alliance first reported a position in XSVM in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.41M in Q1 2026. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Independent Advisor Alliance held 2,941 shares of Invesco S&P SmallCap Value with Momentum ETF worth $205K as of Q2 2026.
  • Independent Advisor Alliance sold 20,522 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $1.35M.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #974 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 3 quarters since.
  • Independent Advisor Alliance's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.41M in Q1 2026.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.