N.E.W. Advisory Services’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

N.E.W. Advisory Services’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
2025 Q2	–	Sell	-1,270	Closed	-$63.7K	–	922
2025 Q1	$63.7K	Buy	+1,270	New	+$67.7K	﹤0.01%	323

Other funds holding XSVM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

TFP

Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

N.E.W. Advisory Services's XSVM Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2025, closing a stake of 1,270 shares — an estimated $63.7K sold.

N.E.W. Advisory Services first reported a position in XSVM in Q1 2025 and held it in 1 quarter. The position peaked at $63.7K in Q1 2025. 115 funds tracked by Wall St. Rank hold XSVM as of Q2 2025.

N.E.W. Advisory Services reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 1,270 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2025, an estimated $63.7K.
N.E.W. Advisory Services first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2025 and held it in 1 quarter.
N.E.W. Advisory Services's Invesco S&P SmallCap Value with Momentum ETF position peaked at $63.7K in Q1 2025.
115 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.