SPC
XSVM icon

Sigma Planning Corp’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Sigma Planning Corp’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 		$339K Buy
5,631
+13
+0.2% +$790 0.01% 1001
2025
Q4 		$321K Sell
5,618
-169
-3% -$9.52K 0.01% 995
2025
Q3 		$327K Sell
5,787
-197
-3% -$10.9K 0.01% 1002
2025
Q2 		$311K Sell
5,984
-1,256
-17% -$61.9K 0.01% 973
2025
Q1 		$363K Sell
7,240
-361
-5% -$19.2K 0.01% 863
2024
Q4 		$414K Buy
7,601
+690
+10% +$38.9K 0.01% 814
2024
Q3 		$380K Buy
6,911
+437
+7% +$23.9K 0.01% 846
2024
Q2 		$339K Sell
6,474
-2,380
-27% -$129K 0.01% 874
2024
Q1 		$504K Buy
+8,854
New +$474K 0.02% 755
2023
Q4 		– Sell
-6,638
Closed -$320K – 1196
2023
Q3 		$320K Sell
6,638
-5,884
-47% -$286K 0.01% 894
2023
Q2 		$582K Buy
12,522
+1,435
+13% +$64.1K 0.02% 672
2023
Q1 		$505K Sell
11,087
-16,308
-60% -$783K 0.02% 790
2022
Q4 		$1.25M Sell
27,395
-2,078
-7% -$96.7K 0.04% 404
2022
Q3 		$1.21M Buy
29,473
+15,587
+112% +$726K 0.05% 391
2022
Q2 		$617K Buy
13,886
+2,585
+23% +$129K 0.02% 670
2022
Q1 		$609K Buy
11,301
+6,666
+144% +$357K 0.02% 759
2021
Q4 		$250K Buy
+4,635
New +$247K 0.01% 1172

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