Laird Norton Wetherby Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$282K	Hold	5,000	–	–	0.01%	774
2025 Q2	$260K	Buy	+5,000	New	+$246K	0.01%	786
2024 Q4	$272K	Hold	5,000	–	–	0.01%	724
2024 Q3	$275K	Hold	5,000	–	–	0.01%	759
2024 Q2	$262K	Buy	+5,000	New	+$271K	0.01%	754

Other funds holding XSVM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TFP

Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's XSVM Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q3 2025 at 5,000 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #774.

Laird Norton Wetherby Wealth Management first reported a position in XSVM in Q2 2024 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold XSVM as of Q3 2025.

Laird Norton Wetherby Wealth Management held 5,000 shares of Invesco S&P SmallCap Value with Momentum ETF worth $282K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Invesco S&P SmallCap Value with Momentum ETF share count unchanged in Q3 2025.
Invesco S&P SmallCap Value with Momentum ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #774 holding.
Laird Norton Wetherby Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2024 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.