Sheets Smith Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Sheets Smith Wealth 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
2026 Q2	$260K	Hold	3,740	–	–	0.03%	365
2026 Q1	$225K	Hold	3,740	–	–	0.03%	374
2025 Q4	$214K	Hold	3,740	–	–	0.02%	381
2025 Q3	$211K	Buy	+3,740	New	+$206K	0.02%	389
2025 Q1	–	Sell	-3,740	Closed	-$204K	–	395
2024 Q4	$204K	Hold	3,740	–	–	0.02%	367
2024 Q3	$206K	Buy	+3,740	New	+$204K	0.03%	359
2024 Q2	–	Sell	-6,140	Closed	-$350K	–	408
2024 Q1	$350K	Buy	+6,140	New	+$329K	0.04%	303
2023 Q4	–	Sell	-1,140	Closed	-$54.9K	–	514
2023 Q3	$54.9K	Buy	+1,140	New	+$55.4K	0.01%	381

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

Sheets Smith Wealth Management's XSVM Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q2 2026 at 3,740 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #365.

Sheets Smith Wealth Management first reported a position in XSVM in Q3 2023 and has held it in 8 quarters since. The position peaked at $350K in Q1 2024. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Sheets Smith Wealth Management held 3,740 shares of Invesco S&P SmallCap Value with Momentum ETF worth $260K as of Q2 2026.
Sheets Smith Wealth Management 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 Sheets Smith Wealth Management's portfolio in Q2 2026, its #365 holding.
Sheets Smith Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2023 and has held it in 8 quarters since.
Sheets Smith Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $350K in Q1 2024.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.