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

&Partners’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 		$522K Buy
7,507
+577
+8% +$38.1K ﹤0.01% 1809
2026
Q1 		$418K Buy
+6,930
New +$421K ﹤0.01% 1797

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

&Partners's XSVM Position: Q2 2026 in Review

&Partners increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 8.3% in Q2 2026, buying an estimated $38.1K and bringing the position to 7,507 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

&Partners first reported a position in XSVM in Q1 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • &Partners held 7,507 shares of Invesco S&P SmallCap Value with Momentum ETF worth $522K as of Q2 2026.
  • &Partners bought 577 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $38.1K.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1809 holding.
  • &Partners first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.