Swisher Financial Concepts’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Swisher Financial Concepts’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	$181K	Sell	2,598 -1,153	-31%	-$76.1K	0.11%	72
2026 Q1	$226K	Sell	3,751 -200	-5%	-$12.2K	0.13%	94
2025 Q4	$226K	Hold	3,951	–	–	0.13%	88
2025 Q3	$223K	Buy	+3,951	New	+$218K	0.13%	82
2024 Q4	–	Sell	-8,496	Closed	-$448K	–	88
2024 Q3	$448K	Buy	8,496 +4,248	+100%	+$232K	0.28%	55
2024 Q2	$222K	Hold	4,248	–	–	0.23%	71
2024 Q1	$232K	Hold	4,248	–	–	0.2%	76
2023 Q4	$216K	Buy	+4,248	New	+$208K	0.21%	74

Other funds holding XSVM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Swisher Financial Concepts's XSVM Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 31% in Q2 2026, selling an estimated $76.1K and leaving 2,598 shares worth $181K. The position accounts for 0.11% of the portfolio, ranked #72.

Swisher Financial Concepts first reported a position in XSVM in Q4 2023 and has held it in 8 quarters since. The position peaked at $448K in Q3 2024. 71 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Swisher Financial Concepts held 2,598 shares of Invesco S&P SmallCap Value with Momentum ETF worth $181K as of Q2 2026.
Swisher Financial Concepts sold 1,153 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $76.1K.
Invesco S&P SmallCap Value with Momentum ETF made up 0.11% of Swisher Financial Concepts's portfolio in Q2 2026, its #72 holding.
Swisher Financial Concepts first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2023 and has held it in 8 quarters since.
Swisher Financial Concepts's Invesco S&P SmallCap Value with Momentum ETF position peaked at $448K in Q3 2024.
71 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.