Jones Financial Companies
XSVM icon

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

Jones Financial Companies’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 		$2.3M Buy
38,764
+11,265
+41% +$685K ﹤0.01% 1365
2025
Q4 		$1.57M Sell
27,499
-7,998
-23% -$450K ﹤0.01% 1058
2025
Q3 		$2.01M Sell
35,497
-214
-0.6% -$11.8K ﹤0.01% 849
2025
Q2 		$1.86M Buy
35,711
+3,439
+11% +$169K ﹤0.01% 776
2025
Q1 		$1.61M Buy
32,272
+9,570
+42% +$510K ﹤0.01% 708
2024
Q4 		$1.24M Buy
22,702
+7,097
+45% +$401K ﹤0.01% 683
2024
Q3 		$854K Buy
15,605
+9,915
+174% +$542K ﹤0.01% 647
2024
Q2 		$298K Buy
5,690
+5,567
+4,526% +$302K ﹤0.01% 709
2024
Q1 		$7K Buy
+123
New +$6.58K ﹤0.01% 1127

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return