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 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 $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SYM Financial Corp's XSVM Position: Q1 2026 in Review

SYM Financial Corp held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q1 2026 at 2,000 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #337.

SYM Financial Corp first reported a position in XSVM in Q3 2023 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold XSVM as of Q1 2026.

SYM Financial Corp held 2,000 shares of Invesco S&P SmallCap Value with Momentum ETF worth $121K as of Q1 2026.
SYM Financial Corp left its Invesco S&P SmallCap Value with Momentum ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Value with Momentum ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #337 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 11 quarters since.
127 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.