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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
Q2 		$1.82M Buy
26,088
+104
+0.4% +$6.87K 0.89% 28
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 $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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lowery Thomas LLC's XSVM Position: Q2 2026 in Review

Lowery Thomas LLC increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.4% in Q2 2026, buying an estimated $6.87K and bringing the position to 26,088 shares worth $1.82M. The position accounts for 0.89% of the portfolio, ranked #28.

Lowery Thomas LLC first reported a position in XSVM in Q1 2023 and has held it in 14 quarters since. 130 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Lowery Thomas LLC held 26,088 shares of Invesco S&P SmallCap Value with Momentum ETF worth $1.82M as of Q2 2026.
  • Lowery Thomas LLC bought 104 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $6.87K.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.89% of Lowery Thomas LLC's portfolio in Q2 2026, its #28 holding.
  • Lowery Thomas LLC first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2023 and has held it in 14 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.