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

Independent Financial Group’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	$378K	Buy	5,428 +616	+13%	+$40.7K	0.01%	1113
2026 Q1	$290K	Hold	4,812	–	–	0.01%	1179
2025 Q4	$275K	Sell	4,812 -302	-6%	-$17K	0.01%	1192
2025 Q3	$289K	Sell	5,114 -1,587	-24%	-$87.5K	0.01%	1110
2025 Q2	$348K	Buy	6,701 +1,446	+28%	+$71.3K	0.01%	951
2025 Q1	$264K	Sell	5,255 -613	-10%	-$32.7K	0.01%	983
2024 Q4	$320K	Sell	5,868 -23	-0.4%	-$1.3K	0.01%	878
2024 Q3	$324K	Sell	5,891 -202	-3%	-$11K	0.01%	843
2024 Q2	$319K	Sell	6,093 -2,859	-32%	-$155K	0.01%	798
2024 Q1	$510K	Buy	8,952 +71	+0.8%	+$3.8K	0.02%	576
2023 Q4	$481K	Buy	+8,881	New	+$435K	0.03%	561
2022 Q2	–	Sell	-4,005	Closed	-$216K	–	829
2022 Q1	$216K	Buy	+4,005	New	+$214K	0.02%	712

Other funds holding XSVM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Independent Financial Group's XSVM Position: Q2 2026 in Review

Independent Financial Group increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 13% in Q2 2026, buying an estimated $40.7K and bringing the position to 5,428 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #1113.

Independent Financial Group first reported a position in XSVM in Q1 2022 and has held it in 12 quarters since. The position peaked at $510K in Q1 2024. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Independent Financial Group held 5,428 shares of Invesco S&P SmallCap Value with Momentum ETF worth $378K as of Q2 2026.
Independent Financial Group bought 616 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $40.7K.
Invesco S&P SmallCap Value with Momentum ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1113 holding.
Independent Financial Group first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2022 and has held it in 12 quarters since.
Independent Financial Group's Invesco S&P SmallCap Value with Momentum ETF position peaked at $510K in Q1 2024.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.