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 Q3	$452K	Sell	6,936 -1,403	-17%	-$97.9K	0.06%	228
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Altman Advisors Chicago, Illinois $284M AUM 33.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Maia Wealth's XSVM Position: Q3 2026 in Review

Maia Wealth reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 17% in Q3 2026, selling an estimated $97.9K and leaving 6,936 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #228.

Maia Wealth first reported a position in XSVM in Q3 2025 and has held it in 5 quarters since. The position peaked at $580K in Q2 2026. 57 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

Maia Wealth held 6,936 shares of Invesco S&P SmallCap Value with Momentum ETF worth $452K as of Q3 2026.
Maia Wealth sold 1,403 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2026, an estimated $97.9K.
Invesco S&P SmallCap Value with Momentum ETF made up 0.06% of Maia Wealth's portfolio in Q3 2026, its #228 holding.
Maia Wealth first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2025 and has held it in 5 quarters since.
Maia Wealth's Invesco S&P SmallCap Value with Momentum ETF position peaked at $580K in Q2 2026.
57 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.