Rockefeller Capital Management
XSVM icon

Rockefeller Capital Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Rockefeller Capital Management’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
Q4 		– Sell
-52
Closed -$2.97K – 4859
2025
Q3 		$2.97K Buy
+52
New +$2.87K ﹤0.01% 4010

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
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $188M AUM 20.42% 1-Year Est. Return

Rockefeller Capital Management's XSVM Position: Q4 2025 in Review

Rockefeller Capital Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2025, closing a stake of 52 shares — an estimated $2.97K sold.

Rockefeller Capital Management first reported a position in XSVM in Q3 2025 and held it in 1 quarter. The position peaked at $2.97K in Q3 2025. 124 funds tracked by Wall St. Rank hold XSVM as of Q4 2025.

  • Rockefeller Capital Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 52 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2025, an estimated $2.97K.
  • Rockefeller Capital Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $2.97K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.