SWM
XSVM icon

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

Silverlake 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 		$325K Buy
5,401
+8
+0.1% +$486 0.07% 271
2025
Q4 		$308K Buy
5,393
+6
+0.1% +$338 0.07% 259
2025
Q3 		$304K Buy
5,387
+10
+0.2% +$551 0.07% 257
2025
Q2 		$280K Buy
5,377
+8
+0.1% +$394 0.08% 252
2025
Q1 		$270K Sell
5,369
-1,989
-27% -$106K 0.1% 208
2024
Q4 		$401K Buy
7,358
+6
+0.1% +$339 0.16% 157
2024
Q3 		$404K Buy
7,352
+6
+0.1% +$328 0.16% 164
2024
Q2 		$385K Buy
7,346
+7
+0.1% +$380 0.16% 163
2024
Q1 		$418K Buy
7,339
+6
+0.1% +$321 0.21% 127
2023
Q4 		$397K Sell
7,333
-1,913
-21% -$93.6K 0.22% 128
2023
Q3 		$445K Buy
9,246
+6
+0.1% +$291 0.25% 110
2023
Q2 		$429K Buy
9,240
+6
+0.1% +$268 0.24% 105
2023
Q1 		$420K Buy
9,234
+4
+0% +$192 0.26% 106
2022
Q4 		$422K Buy
9,230
+6
+0.1% +$279 0.26% 93
2022
Q3 		$380K Buy
9,224
+6
+0.1% +$280 0.26% 100
2022
Q2 		$409K Hold
9,218
– – 0.27% 100
2022
Q1 		$497K Hold
9,218
– – 0.28% 89
2021
Q4 		$497K Buy
+9,218
New +$492K 0.27% 95

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