Richards, Merrill & Peterson’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Richards, Merrill & Peterson’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	$104K	Hold	1,500	–	–	0.03%	219
2026 Q1	$90.4K	Hold	1,500	–	–	0.03%	212
2025 Q4	$85.7K	Hold	1,500	–	–	0.03%	202
2025 Q3	$84.7K	Hold	1,500	–	–	0.04%	182
2025 Q2	$78K	Hold	1,500	–	–	0.04%	170
2025 Q1	$75.3K	Hold	1,500	–	–	0.04%	215
2024 Q4	$81.7K	Buy	+1,500	New	+$84.7K	0.04%	203

Other funds holding XSVM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Richards, Merrill & Peterson's XSVM Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q2 2026 at 1,500 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #219.

Richards, Merrill & Peterson first reported a position in XSVM in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Richards, Merrill & Peterson held 1,500 shares of Invesco S&P SmallCap Value with Momentum ETF worth $104K as of Q2 2026.
Richards, Merrill & Peterson 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 0.03% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #219 holding.
Richards, Merrill & Peterson first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2024 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.