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Key Capital Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Key Capital 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 		$1.74K Buy
+25
New +$1.65K ﹤0.01% 606

Other funds holding XSVM

BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Key Capital Management's XSVM Position: Q2 2026 in Review

Key Capital Management opened a new position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2026: 25 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #606 among its holdings.

66 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Key Capital Management held 25 shares of Invesco S&P SmallCap Value with Momentum ETF worth $1.74K as of Q2 2026.
  • Invesco S&P SmallCap Value with Momentum ETF was a new Key Capital Management position in Q2 2026.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #606 holding.
  • 66 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

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