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Leigh Baldwin & Co’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Leigh Baldwin & Co’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
Q4 		– Sell
-9,049
Closed -$511K – 211
2025
Q3 		$511K Buy
9,049
+63
+0.7% +$3.47K 0.29% 84
2025
Q2 		$467K Buy
8,986
+47
+0.5% +$2.32K 0.31% 83
2025
Q1 		$449K Buy
8,939
+68
+0.8% +$3.63K 0.36% 75
2024
Q4 		$483K Buy
+8,871
New +$501K 0.41% 65

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $188M AUM 20.42% 1-Year Est. Return

Leigh Baldwin & Co's XSVM Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2025, closing a stake of 9,049 shares — an estimated $511K sold.

Leigh Baldwin & Co first reported a position in XSVM in Q4 2024 and held it in 4 quarters. The position peaked at $511K in Q3 2025. 124 funds tracked by Wall St. Rank hold XSVM as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 9,049 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2025, an estimated $511K.
  • Leigh Baldwin & Co first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2024 and held it in 4 quarters.
  • Leigh Baldwin & Co's Invesco S&P SmallCap Value with Momentum ETF position peaked at $511K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.