Roble Belko & Company’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Roble Belko & Company’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	$0	Hold	7	–	–	﹤0.01%	498
2026 Q1	$0	Hold	7	–	–	﹤0.01%	524
2025 Q4	$0	Hold	7	–	–	﹤0.01%	529
2025 Q3	$0	Hold	7	–	–	﹤0.01%	495
2025 Q2	$0	Hold	7	–	–	﹤0.01%	486
2025 Q1	$0	Hold	7	–	–	﹤0.01%	458
2024 Q4	$0	Hold	7	–	–	﹤0.01%	430
2024 Q3	$0	Hold	7	–	–	﹤0.01%	408
2024 Q2	$0	Hold	7	–	–	﹤0.01%	387
2024 Q1	$0	Hold	7	–	–	﹤0.01%	371
2023 Q4	$0	Hold	7	–	–	﹤0.01%	353
2023 Q3	$0	Hold	7	–	–	﹤0.01%	329
2023 Q2	$0	Hold	7	–	–	﹤0.01%	333
2023 Q1	$0	Hold	7	–	–	﹤0.01%	338
2022 Q4	$0	Hold	7	–	–	﹤0.01%	352
2022 Q3	$0	Buy	+7	New	+$326	﹤0.01%	352

Other funds holding XSVM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Roble Belko & Company's XSVM Position: Q2 2026 in Review

Roble Belko & Company held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q2 2026 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Roble Belko & Company first reported a position in XSVM in Q3 2022 and has held it in 16 quarters since. 67 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Roble Belko & Company held 7 shares of Invesco S&P SmallCap Value with Momentum ETF worth $0 as of Q2 2026.
Roble Belko & Company 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 ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #498 holding.
Roble Belko & Company first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2022 and has held it in 16 quarters since.
67 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.