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

Plante Moran Financial 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
2025 Q1	–	Sell	-254	Closed	-$13.8K	–	985
2024 Q4	$13.8K	Buy	+254	New	+$14.3K	﹤0.01%	534
2020 Q2	–	Sell	-750	Closed	-$15K	–	865
2020 Q1	$15K	Hold	750	–	–	0.01%	445
2019 Q4	$25K	Hold	750	–	–	0.01%	431
2019 Q3	$23K	Hold	750	–	–	0.01%	471
2019 Q2	$22K	Hold	750	–	–	0.01%	468
2019 Q1	$22K	Hold	750	–	–	0.01%	458
2018 Q4	$20K	Hold	750	–	–	0.01%	433
2018 Q3	$24K	Hold	750	–	–	0.01%	420
2018 Q2	$24K	Buy	+750	New	+$23.5K	0.01%	455

Other funds holding XSVM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

TFP

Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Plante Moran Financial Advisors's XSVM Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2025, closing a stake of 254 shares — an estimated $13.8K sold.

Plante Moran Financial Advisors first reported a position in XSVM in Q2 2018 and held it in 9 quarters. The position peaked at $25K in Q4 2019. 121 funds tracked by Wall St. Rank hold XSVM as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 254 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2025, an estimated $13.8K.
Plante Moran Financial Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2018 and held it in 9 quarters.
Plante Moran Financial Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $25K in Q4 2019.
121 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.