PSF
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Pacific Sun Financial’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Pacific Sun Financial’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 		$320K Hold
4,600
– – 0.13% 167
2026
Q1 		$277K Buy
4,600
+20
+0.4% +$1.22K 0.13% 171
2025
Q4 		$262K Buy
+4,580
New +$258K 0.13% 169

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

Pacific Sun Financial's XSVM Position: Q2 2026 in Review

Pacific Sun Financial held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q2 2026 at 4,600 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #167.

Pacific Sun Financial first reported a position in XSVM in Q4 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Pacific Sun Financial held 4,600 shares of Invesco S&P SmallCap Value with Momentum ETF worth $320K as of Q2 2026.
  • Pacific Sun Financial left its Invesco S&P SmallCap Value with Momentum ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.13% of Pacific Sun Financial's portfolio in Q2 2026, its #167 holding.
  • Pacific Sun Financial first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.