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

Insight Wealth Strategies’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
2025 Q1	–	Sell	-102,080	Closed	-$5.56M	–	166
2024 Q4	$5.56M	Buy	102,080 +2,097	+2%	+$118K	0.75%	33
2024 Q3	$5.5M	Sell	99,983 -170	-0.2%	-$9.29K	0.72%	31
2024 Q2	$5.25M	Buy	100,153 +2,413	+2%	+$131K	0.75%	29
2024 Q1	$5.57M	Sell	97,740 -703	-0.7%	-$37.6K	0.82%	29
2023 Q4	$5.33M	Sell	98,443 -4,421	-4%	-$216K	0.86%	25
2023 Q3	$4.95M	Sell	102,864 -2,440	-2%	-$119K	0.96%	22
2023 Q2	$4.89M	Buy	105,304 +25	+0%	+$1.12K	0.94%	21
2023 Q1	$4.79M	Sell	105,279 -2,589	-2%	-$124K	0.94%	20
2022 Q4	$4.93M	Sell	107,868 -4,531	-4%	-$211K	0.95%	19
2022 Q3	$4.99M	Hold	112,399	–	–	0.93%	20
2022 Q2	$4.99M	Sell	112,399 -206	-0.2%	-$10.3K	0.93%	20
2022 Q1	$6.07M	Buy	+112,605	New	+$6.02M	0.89%	22

Other funds holding XSVM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

TFP

Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Insight Wealth Strategies's XSVM Position: Q1 2025 in Review

Insight Wealth Strategies sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2025, closing a stake of 102,080 shares — an estimated $5.56M sold.

Insight Wealth Strategies first reported a position in XSVM in Q1 2022 and held it in 12 quarters. The position peaked at $6.07M in Q1 2022. 121 funds tracked by Wall St. Rank hold XSVM as of Q1 2025.

Insight Wealth Strategies reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2025 after selling out during the quarter.
Insight Wealth Strategies sold 102,080 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2025, an estimated $5.56M.
Insight Wealth Strategies first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2022 and held it in 12 quarters.
Insight Wealth Strategies's Invesco S&P SmallCap Value with Momentum ETF position peaked at $6.07M in Q1 2022.
121 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2025.

Based on Insight Wealth Strategies's 13F filing for Q1 2025, filed 3 Apr 2025.