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

Maia Wealth’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 		$580K Buy
8,339
+1,489
+22% +$98.3K 0.09% 204
2026
Q1 		$413K Buy
6,850
+829
+14% +$50.4K 0.07% 243
2025
Q4 		$379K Buy
6,021
+1,249
+26% +$70.3K 0.06% 253
2025
Q3 		$263K Buy
+4,772
New +$263K 0.04% 298

Other funds holding XSVM

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Maia Wealth's XSVM Position: Q2 2026 in Review

Maia Wealth increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 22% in Q2 2026, buying an estimated $98.3K and bringing the position to 8,339 shares worth $580K. The position accounts for 0.09% of the portfolio, ranked #204.

Maia Wealth first reported a position in XSVM in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Maia Wealth held 8,339 shares of Invesco S&P SmallCap Value with Momentum ETF worth $580K as of Q2 2026.
  • Maia Wealth bought 1,489 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $98.3K.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.09% of Maia Wealth's portfolio in Q2 2026, its #204 holding.
  • Maia Wealth first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.