SSWM
XSVM icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return