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

Institute for 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	$643K	Hold	9,240	–	–	0.06%	278
2026 Q1	$557K	Hold	9,240	–	–	0.06%	295
2025 Q4	$528K	Sell	9,240 -500	-5%	-$28.2K	0.06%	306
2025 Q3	$550K	Hold	9,740	–	–	0.06%	302
2025 Q2	$506K	Hold	9,740	–	–	0.06%	317
2025 Q1	$489K	Hold	9,740	–	–	0.06%	294
2024 Q4	$531K	Hold	9,740	–	–	0.07%	281
2024 Q3	$536K	Hold	9,740	–	–	0.07%	284
2024 Q2	$510K	Hold	9,740	–	–	0.07%	275
2024 Q1	$555K	Hold	9,740	–	–	0.07%	270
2023 Q4	$528K	Hold	9,740	–	–	0.09%	256
2023 Q3	$469K	Hold	9,740	–	–	0.08%	273
2023 Q2	$452K	Hold	9,740	–	–	0.08%	282
2023 Q1	$443K	Hold	9,740	–	–	0.08%	277
2022 Q4	$446K	Hold	9,740	–	–	0.09%	280
2022 Q3	$401K	Hold	9,740	–	–	0.09%	280
2022 Q2	$433K	Hold	9,740	–	–	0.09%	305
2022 Q1	$525K	Hold	9,740	–	–	0.08%	287
2021 Q4	$525K	Hold	9,740	–	–	0.09%	274
2021 Q3	$490K	Hold	9,740	–	–	0.09%	282
2021 Q2	$494K	Hold	9,740	–	–	0.09%	274
2021 Q1	$473K	Hold	9,740	–	–	0.09%	279
2020 Q4	$340K	Hold	9,740	–	–	0.07%	326
2020 Q3	$262K	Hold	9,740	–	–	0.06%	343
2020 Q2	$239K	Buy	+9,740	New	+$220K	0.06%	364
2020 Q1	–	Sell	-11,050	Closed	-$374K	–	693
2019 Q4	$374K	Hold	11,050	–	–	0.08%	303
2019 Q3	$337K	Sell	11,050 -20	-0.2%	-$584	0.08%	306
2019 Q2	$325K	Hold	11,070	–	–	0.07%	333
2019 Q1	$327K	Hold	11,070	–	–	0.07%	318
2018 Q4	$292K	Buy	+11,070	New	+$331K	0.12%	198

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

Institute for Wealth Management's XSVM Position: Q2 2026 in Review

Institute for Wealth Management held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q2 2026 at 9,240 shares worth $643K. The position accounts for 0.06% of the portfolio, ranked #278.

Institute for Wealth Management first reported a position in XSVM in Q4 2018 and has held it in 30 quarters since. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Institute for Wealth Management held 9,240 shares of Invesco S&P SmallCap Value with Momentum ETF worth $643K as of Q2 2026.
Institute for Wealth Management left its Invesco S&P SmallCap Value with Momentum ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Value with Momentum ETF made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #278 holding.
Institute for Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2018 and has held it in 30 quarters since.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.