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

OneDigital Investment 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 		$264K Sell
3,797
-339
-8% -$22.4K ﹤0.01% 1362
2026
Q1 		$249K Buy
4,136
+21
+0.5% +$1.28K ﹤0.01% 1283
2025
Q4 		$235K Sell
4,115
-273
-6% -$15.4K ﹤0.01% 1353
2025
Q3 		$248K Buy
4,388
+12
+0.3% +$662 ﹤0.01% 1303
2025
Q2 		$228K Sell
4,376
-2,191
-33% -$108K ﹤0.01% 1323
2025
Q1 		$330K Sell
6,567
-50,690
-89% -$2.7M ﹤0.01% 1053
2024
Q4 		$3.12M Sell
57,257
-29,116
-34% -$1.64M 0.04% 328
2024
Q3 		$4.75M Sell
86,373
-5,420
-6% -$296K 0.05% 255
2024
Q2 		$4.81M Buy
91,793
+87,656
+2,119% +$4.75M 0.06% 241
2024
Q1 		$236K Buy
+4,137
New +$221K ﹤0.01% 985
2022
Q4 		– Sell
-11,238
Closed -$463K – 861
2022
Q3 		$463K Buy
11,238
+739
+7% +$34.4K 0.02% 481
2022
Q2 		$466K Buy
10,499
+5,638
+116% +$281K 0.02% 438
2022
Q1 		$262K Buy
+4,861
New +$260K 0.01% 638
2018
Q4 		– Sell
-534
Closed -$17K – 1288
2018
Q3 		$17K Hold
534
– – ﹤0.01% 716
2018
Q2 		$17K Buy
+534
New +$16.7K ﹤0.01% 883

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

OneDigital Investment Advisors's XSVM Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 8.2% in Q2 2026, selling an estimated $22.4K and leaving 3,797 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

OneDigital Investment Advisors first reported a position in XSVM in Q2 2018 and has held it in 15 quarters since. The position peaked at $4.81M in Q2 2024. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • OneDigital Investment Advisors held 3,797 shares of Invesco S&P SmallCap Value with Momentum ETF worth $264K as of Q2 2026.
  • OneDigital Investment Advisors sold 339 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $22.4K.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1362 holding.
  • OneDigital Investment Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2018 and has held it in 15 quarters since.
  • OneDigital Investment Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $4.81M in Q2 2024.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.