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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Southland Equity Partners's XSVM Position: Q2 2026 in Review

Southland Equity Partners reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 1.8% in Q2 2026, selling an estimated $10.6K and leaving 8,938 shares worth $622K. The position accounts for 0.11% of the portfolio, ranked #142.

Southland Equity Partners first reported a position in XSVM in Q4 2022 and has held it in 15 quarters since. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Southland Equity Partners held 8,938 shares of Invesco S&P SmallCap Value with Momentum ETF worth $622K as of Q2 2026.
  • Southland Equity Partners sold 161 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $10.6K.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.11% of Southland Equity Partners's portfolio in Q2 2026, its #142 holding.
  • Southland Equity Partners first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2022 and has held it in 15 quarters since.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.