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

New Wave Wealth Advisors’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	$2.03M	Buy	+29,121	New	+$1.92M	0.55%	45

Other funds holding XSVM

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

SFM LLC Manchester, New Hampshire $195M AUM 16.36% 1-Year Est. Return

New Wave Wealth Advisors's XSVM Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2026: 29,121 shares worth $2.03M. The stake represents 0.55% of the portfolio and ranks #45 among its holdings.

32 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

New Wave Wealth Advisors held 29,121 shares of Invesco S&P SmallCap Value with Momentum ETF worth $2.03M as of Q2 2026.
Invesco S&P SmallCap Value with Momentum ETF was a new New Wave Wealth Advisors position in Q2 2026.
Invesco S&P SmallCap Value with Momentum ETF made up 0.55% of New Wave Wealth Advisors's portfolio in Q2 2026, its #45 holding.
32 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.