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

Madison Wealth Partners’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	$221K	Sell	3,178 -503	-14%	-$33.2K	0.03%	270
2026 Q1	$222K	Buy	3,681 +37	+1%	+$2.25K	0.04%	202
2025 Q4	$208K	Buy	+3,644	New	+$205K	0.04%	192

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

Madison Wealth Partners's XSVM Position: Q2 2026 in Review

Madison Wealth Partners reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 14% in Q2 2026, selling an estimated $33.2K and leaving 3,178 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #270.

Madison Wealth Partners first reported a position in XSVM in Q4 2025 and has held it in 3 quarters since. The position peaked at $222K in Q1 2026. 130 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Madison Wealth Partners held 3,178 shares of Invesco S&P SmallCap Value with Momentum ETF worth $221K as of Q2 2026.
Madison Wealth Partners sold 503 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $33.2K.
Invesco S&P SmallCap Value with Momentum ETF made up 0.03% of Madison Wealth Partners's portfolio in Q2 2026, its #270 holding.
Madison Wealth Partners first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2025 and has held it in 3 quarters since.
Madison Wealth Partners's Invesco S&P SmallCap Value with Momentum ETF position peaked at $222K in Q1 2026.
130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.