Key Capital Management
XSVM icon

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
Q3 		– Sell
-25
Closed -$1.74K – 865
2026
Q2 		$1.74K Buy
+25
New +$1.65K ﹤0.01% 606

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Altman Advisors
Altman Advisors Chicago, Illinois $284M AUM 33.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Bestgate Wealth Advisors
Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Key Capital Management's XSVM Position: Q3 2026 in Review

Key Capital Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2026, closing a stake of 25 shares — an estimated $1.74K sold.

Key Capital Management first reported a position in XSVM in Q2 2026 and held it in 1 quarter. The position peaked at $1.74K in Q2 2026. 57 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

  • Key Capital Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • Key Capital Management sold 25 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2026, an estimated $1.74K.
  • Key Capital Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2026 and held it in 1 quarter.
  • Key Capital Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.74K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.