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Marshall Financial Group (Maryland)’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.18M Sell
16,900
-33
-0.2% -$2.18K 0.17% 108
2026
Q1 		$1.02M Sell
16,933
-279
-2% -$17K 0.16% 114
2025
Q4 		$983K Sell
17,212
-479
-3% -$27K 0.19% 114
2025
Q3 		$999K Sell
17,691
-218
-1% -$12K 0.19% 131
2025
Q2 		$959K Sell
17,909
-6,371
-26% -$314K 0.19% 129
2025
Q1 		$1.22M Sell
24,280
-20,523
-46% -$1.09M 0.27% 85
2024
Q4 		$2.44M Sell
44,803
-1,020
-2% -$57.6K 0.59% 36
2024
Q3 		$2.52M Sell
45,823
-1,373
-3% -$75K 0.6% 36
2024
Q2 		$2.47M Sell
47,196
-1,554
-3% -$84.3K 0.69% 31
2024
Q1 		$2.78M Sell
48,750
-12,223
-20% -$654K 0.8% 24
2023
Q4 		$3.3M Sell
60,973
-6,123
-9% -$300K 1.06% 19
2023
Q3 		$3.23M Sell
67,096
-3,257
-5% -$158K 1.16% 18
2023
Q2 		$3.27M Sell
70,353
-3,757
-5% -$168K 1.11% 19
2023
Q1 		$3.37M Sell
74,110
-770
-1% -$37K 1.21% 16
2022
Q4 		$3.43M Buy
74,880
+3,192
+4% +$149K 1.33% 12
2022
Q3 		$2.95M Buy
71,688
+1,538
+2% +$71.7K 1.25% 10
2022
Q2 		$3.12M Buy
70,150
+19,231
+38% +$958K 1.24% 9
2022
Q1 		$2.74M Buy
50,919
+9,002
+21% +$481K 1.12% 10
2021
Q4 		$2.26M Buy
+41,917
New +$2.24M 0.83% 18

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Marshall Financial Group (Maryland)'s XSVM Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.19% in Q2 2026, selling an estimated $2.18K and leaving 16,900 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #108.

Marshall Financial Group (Maryland) first reported a position in XSVM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.43M in Q4 2022. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Marshall Financial Group (Maryland) held 16,900 shares of Invesco S&P SmallCap Value with Momentum ETF worth $1.18M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 33 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $2.18K.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.17% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #108 holding.
  • Marshall Financial Group (Maryland) first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2021 and has held it in 19 quarters since.
  • Marshall Financial Group (Maryland)'s Invesco S&P SmallCap Value with Momentum ETF position peaked at $3.43M in Q4 2022.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.