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

Jessup 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
Q1 		– Sell
-95
Closed -$5.43K – 373
2025
Q4 		$5.43K Buy
+95
New +$5.35K ﹤0.01% 288

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
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Jessup Wealth Management's XSVM Position: Q1 2026 in Review

Jessup Wealth Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2026, closing a stake of 95 shares — an estimated $5.43K sold.

Jessup Wealth Management first reported a position in XSVM in Q4 2025 and held it in 1 quarter. The position peaked at $5.43K in Q4 2025. 128 funds tracked by Wall St. Rank hold XSVM as of Q1 2026.

  • Jessup Wealth Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 95 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2026, an estimated $5.43K.
  • Jessup Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $5.43K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.