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

Rossby Financial’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 		– Sell
-48
Closed -$2.91K – 2364
2026
Q1 		$2.91K Buy
+48
New +$2.92K ﹤0.01% 1687

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rossby Financial's XSVM Position: Q2 2026 in Review

Rossby Financial sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2026, closing a stake of 48 shares — an estimated $2.91K sold.

Rossby Financial first reported a position in XSVM in Q1 2026 and held it in 1 quarter. The position peaked at $2.91K in Q1 2026. 130 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Rossby Financial reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Rossby Financial sold 48 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $2.91K.
  • Rossby Financial first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2026 and held it in 1 quarter.
  • Rossby Financial's Invesco S&P SmallCap Value with Momentum ETF position peaked at $2.91K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.