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

Lyell Wealth Management’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	$371K	Buy	+5,331	New	+$352K	0.02%	180

Other funds holding XSVM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lyell Wealth Management's XSVM Position: Q2 2026 in Review

Lyell Wealth Management opened a new position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2026: 5,331 shares worth $371K. The stake represents 0.02% of the portfolio and ranks #180 among its holdings.

131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Lyell Wealth Management held 5,331 shares of Invesco S&P SmallCap Value with Momentum ETF worth $371K as of Q2 2026.
Invesco S&P SmallCap Value with Momentum ETF was a new Lyell Wealth Management position in Q2 2026.
Invesco S&P SmallCap Value with Momentum ETF made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #180 holding.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.