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XSVM icon

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

NewEdge 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
Q1 		$289K Sell
4,800
-447
-9% -$27.2K ﹤0.01% 2363
2025
Q4 		$300K Buy
5,247
+4,672
+813% +$263K ﹤0.01% 2306
2025
Q3 		$32.5K Buy
575
+215
+60% +$11.9K ﹤0.01% 2968
2025
Q2 		$18.7K Hold
360
– – ﹤0.01% 2982
2025
Q1 		$18.1K Sell
360
-4,417
-92% -$235K ﹤0.01% 2896
2024
Q4 		$260K Buy
4,777
+4,417
+1,227% +$249K ﹤0.01% 1954
2024
Q3 		$19.8K Buy
360
+250
+227% +$13.7K ﹤0.01% 2722
2024
Q2 		$5.76K Hold
110
– – ﹤0.01% 3050
2024
Q1 		$6.26K Hold
110
– – ﹤0.01% 3055
2023
Q4 		$5.96K Hold
110
– – ﹤0.01% 3065
2023
Q3 		$5.3K Hold
110
– – ﹤0.01% 2791
2023
Q2 		$5.11K Hold
110
– – ﹤0.01% 2807
2023
Q1 		$5.01K Hold
110
– – ﹤0.01% 2772
2022
Q4 		$5 Buy
+110
New +$5.12K ﹤0.01% 3819

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return