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

Pathstone Holdings’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 Q3	$259K	Buy	+3,982	New	+$278K	﹤0.01%	2198

Other funds holding XSVM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

360 Financial Wayzata, Minnesota $381M AUM 23.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Altman Advisors Chicago, Illinois $284M AUM 33.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Pathstone Holdings's XSVM Position: Q3 2026 in Review

Pathstone Holdings opened a new position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2026: 3,982 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #2198 among its holdings.

108 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

Pathstone Holdings held 3,982 shares of Invesco S&P SmallCap Value with Momentum ETF worth $259K as of Q3 2026.
Invesco S&P SmallCap Value with Momentum ETF was a new Pathstone Holdings position in Q3 2026.
Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q3 2026, its #2198 holding.
108 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Pathstone Holdings's 13F filing for Q3 2026, filed 13 Nov 2026.