Spire Wealth Management
XSVM icon

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

Spire 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
Q3 		$1.68M Buy
25,883
+127
+0.5% +$8.86K 0.05% 298
2026
Q2 		$1.79M Sell
25,756
-101
-0.4% -$6.67K 0.05% 291
2026
Q1 		$1.56M Buy
25,857
+51
+0.2% +$3.1K 0.05% 306
2025
Q4 		$1.47M Sell
25,806
-1,477
-5% -$83.2K 0.05% 319
2025
Q3 		$1.54M Buy
27,283
+128
+0.5% +$7.06K 0.05% 292
2025
Q2 		$1.41M Sell
27,155
-2,127
-7% -$105K 0.05% 298
2025
Q1 		$1.47M Buy
29,282
+173
+0.6% +$9.22K 0.05% 320
2024
Q4 		$1.59M Sell
29,109
-336
-1% -$19K 0.05% 282
2024
Q3 		$1.62M Buy
29,445
+2,082
+8% +$114K 0.05% 276
2024
Q2 		$1.43M Sell
27,363
-2,425
-8% -$132K 0.05% 279
2024
Q1 		$1.7M Sell
29,788
-2,840
-9% -$152K 0.03% 276
2023
Q4 		$1.69M Hold
32,628
– – 0.06% 266
2023
Q3 		$1.57M Hold
32,628
– – 0.06% 251
2023
Q2 		$1.52M Hold
32,628
– – 0.06% 268
2023
Q1 		$1.49M Buy
32,628
+5,655
+21% +$272K 0.06% 276
2022
Q4 		$1.23M Hold
26,973
– – 0.07% 211
2022
Q3 		$1.11M Sell
26,973
-5,655
-17% -$264K 0.07% 198
2022
Q2 		$1.45M Sell
32,628
-3,837
-11% -$191K 0.06% 259
2022
Q1 		$1.96M Hold
36,465
– – 0.05% 281
2021
Q4 		$1.96M Hold
36,465
– – 0.04% 312
2021
Q3 		$1.84M Hold
36,465
– – 0.05% 297
2021
Q2 		$1.85M Hold
36,465
– – 0.05% 305
2021
Q1 		$1.77M Buy
+36,465
New +$1.58M 0.05% 308

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Altman Advisors
Altman Advisors Chicago, Illinois $284M AUM 33.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Bestgate Wealth Advisors
Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Spire Wealth Management's XSVM Position: Q3 2026 in Review

Spire Wealth Management increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.49% in Q3 2026, buying an estimated $8.86K and bringing the position to 25,883 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #298.

Spire Wealth Management first reported a position in XSVM in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.96M in Q4 2021. 57 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

  • Spire Wealth Management held 25,883 shares of Invesco S&P SmallCap Value with Momentum ETF worth $1.68M as of Q3 2026.
  • Spire Wealth Management bought 127 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2026, an estimated $8.86K.
  • Invesco S&P SmallCap Value with Momentum ETF made up 0.05% of Spire Wealth Management's portfolio in Q3 2026, its #298 holding.
  • Spire Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.96M in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.