Lowery Thomas LLC
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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
Q3 		$1.69M Sell
25,941
-147
-0.6% -$10.3K 0.85% 27
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 $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
360 Financial
360 Financial Wayzata, Minnesota $381M AUM 23.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Altman Advisors
Altman Advisors Chicago, Illinois $284M AUM 33.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Lowery Thomas LLC's XSVM Position: Q3 2026 in Review

Lowery Thomas LLC reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.56% in Q3 2026, selling an estimated $10.3K and leaving 25,941 shares worth $1.69M. The position accounts for 0.85% of the portfolio, ranked #27.

Lowery Thomas LLC first reported a position in XSVM in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.82M in Q2 2026. 108 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

  • Lowery Thomas LLC held 25,941 shares of Invesco S&P SmallCap Value with Momentum ETF worth $1.69M as of Q3 2026.
  • Lowery Thomas LLC sold 147 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2026, an estimated $10.3K.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.85% of Lowery Thomas LLC's portfolio in Q3 2026, its #27 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 15 quarters since.
  • Lowery Thomas LLC's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.82M in Q2 2026.
  • 108 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Lowery Thomas LLC's 13F filing for Q3 2026, filed 12 Nov 2026.