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Laurel Wealth Planning’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-31,429
Closed -$1.71M – 58
2024
Q4 		$1.71M Buy
31,429
+2,870
+10% +$162K 1.1% 28
2024
Q3 		$1.57M Buy
28,559
+2,089
+8% +$114K 1.03% 27
2024
Q2 		$1.39M Buy
+26,470
New +$1.44M 0.96% 27

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Laurel Wealth Planning's XSVM Position: Q1 2025 in Review

Laurel Wealth Planning sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2025, closing a stake of 31,429 shares — an estimated $1.71M sold.

Laurel Wealth Planning first reported a position in XSVM in Q2 2024 and held it in 3 quarters. The position peaked at $1.71M in Q4 2024. 121 funds tracked by Wall St. Rank hold XSVM as of Q1 2025.

  • Laurel Wealth Planning reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Laurel Wealth Planning sold 31,429 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2025, an estimated $1.71M.
  • Laurel Wealth Planning first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2024 and held it in 3 quarters.
  • Laurel Wealth Planning's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.71M in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2025.

Based on Laurel Wealth Planning's 13F filing for Q1 2025, filed 24 Apr 2025.