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

Intentional 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
2026
Q2 		– Sell
-128
Closed -$7.71K – 912
2026
Q1 		$7.71K Buy
+128
New +$7.78K 0.01% 418

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

Intentional Wealth Strategies's XSVM Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2026, closing a stake of 128 shares — an estimated $7.71K sold.

Intentional Wealth Strategies first reported a position in XSVM in Q1 2026 and held it in 1 quarter. The position peaked at $7.71K in Q1 2026. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 128 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $7.71K.
  • Intentional Wealth Strategies first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Invesco S&P SmallCap Value with Momentum ETF position peaked at $7.71K 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 Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.