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Southland Equity Partners’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Southland Equity Partners’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 		$622K Sell
8,938
-161
-2% -$10.6K 0.11% 142
2026
Q1 		$548K Sell
9,099
-119
-1% -$7.24K 0.11% 137
2025
Q4 		$527K Sell
9,218
-486
-5% -$27.4K 0.1% 139
2025
Q3 		$548K Sell
9,704
-630
-6% -$34.7K 0.11% 129
2025
Q2 		$537K Sell
10,334
-37
-0.4% -$1.82K 0.12% 118
2025
Q1 		$521K Sell
10,371
-185
-2% -$9.86K 0.12% 119
2024
Q4 		$575K Buy
10,556
+442
+4% +$24.9K 0.13% 112
2024
Q3 		$556K Buy
10,114
+537
+6% +$29.3K 0.14% 106
2024
Q2 		$502K Sell
9,577
-9
-0.1% -$488 0.14% 97
2024
Q1 		$546K Buy
9,586
+192
+2% +$10.3K 0.15% 91
2023
Q4 		$509K Buy
9,394
+731
+8% +$35.8K 0.16% 88
2023
Q3 		$417K Buy
8,663
+317
+4% +$15.4K 0.14% 102
2023
Q2 		$388K Buy
8,346
+119
+1% +$5.31K 0.13% 104
2023
Q1 		$375K Buy
8,227
+619
+8% +$29.7K 0.15% 103
2022
Q4 		$348K Buy
+7,608
New +$354K 0.13% 107

Other funds holding XSVM

CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
SL
SFM LLC Manchester, New Hampshire $195M AUM 16.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return