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Lowery Thomas LLC’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Lowery Thomas LLC’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
Q1 		$1.57M Buy
25,984
+314
+1% +$19.1K 0.9% 27
2025
Q4 		$1.47M Buy
25,670
+303
+1% +$17.1K 0.83% 26
2025
Q3 		$1.43M Buy
25,367
+1,055
+4% +$58.2K 0.83% 26
2025
Q2 		$1.26M Buy
24,312
+136
+0.6% +$6.7K 0.81% 27
2025
Q1 		$1.21M Sell
24,176
-238
-1% -$12.7K 0.83% 27
2024
Q4 		$1.33M Buy
24,414
+1,112
+5% +$62.8K 0.87% 26
2024
Q3 		$1.28M Buy
23,302
+2,259
+11% +$123K 0.87% 28
2024
Q2 		$1.1M Buy
21,043
+1,317
+7% +$71.4K 0.8% 26
2024
Q1 		$1.12M Buy
19,726
+1,625
+9% +$87K 0.86% 25
2023
Q4 		$981K Sell
18,101
-666
-4% -$32.6K 0.84% 26
2023
Q3 		$904K Buy
18,767
+1,647
+10% +$80K 0.86% 27
2023
Q2 		$795K Buy
17,120
+367
+2% +$16.4K 0.78% 28
2023
Q1 		$763K Buy
+16,753
New +$805K 0.84% 27

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return