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

SYM Financial Corp’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	$130K	Hold	2,000	–	–	0.01%	432
2026 Q2	$139K	Hold	2,000	–	–	0.01%	400
2026 Q1	$121K	Hold	2,000	–	–	0.01%	337
2025 Q4	$114K	Hold	2,000	–	–	0.01%	343
2025 Q3	$113K	Hold	2,000	–	–	0.01%	339
2025 Q2	$104K	Hold	2,000	–	–	0.01%	335
2025 Q1	$100K	Hold	2,000	–	–	0.01%	287
2024 Q4	$109K	Hold	2,000	–	–	0.01%	255
2024 Q3	$110K	Hold	2,000	–	–	0.01%	199
2024 Q2	$105K	Hold	2,000	–	–	0.02%	178
2024 Q1	$114K	Hold	2,000	–	–	0.02%	106
2023 Q4	$108K	Hold	2,000	–	–	0.02%	117
2023 Q3	$96.3K	Buy	+2,000	New	+$97.1K	0.02%	109

Other funds holding XSVM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Altman Advisors Chicago, Illinois $284M AUM 33.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

SYM Financial Corp's XSVM Position: Q3 2026 in Review

SYM Financial Corp held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q3 2026 at 2,000 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #432.

SYM Financial Corp first reported a position in XSVM in Q3 2023 and has held it in 13 quarters since. The position peaked at $139K in Q2 2026. 57 funds tracked by Wall St. Rank hold XSVM as of Q3 2026.

SYM Financial Corp held 2,000 shares of Invesco S&P SmallCap Value with Momentum ETF worth $130K as of Q3 2026.
SYM Financial Corp left its Invesco S&P SmallCap Value with Momentum ETF share count unchanged in Q3 2026.
Invesco S&P SmallCap Value with Momentum ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #432 holding.
SYM Financial Corp first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2023 and has held it in 13 quarters since.
SYM Financial Corp's Invesco S&P SmallCap Value with Momentum ETF position peaked at $139K in Q2 2026.
57 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.