TD Waterhouse Canada’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

TD Waterhouse Canada’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
2025 Q1	–	Sell	-434	Closed	-$23.6K	–	2079
2024 Q4	$23.6K	Buy	+434	New	+$24.5K	﹤0.01%	1249
2022 Q4	–	Sell	-635	Closed	-$36.5K	–	1788
2022 Q3	$36.5K	Buy	+635	New	+$29.6K	﹤0.01%	965

Other funds holding XSVM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

TFP

Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

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

TD Waterhouse Canada's XSVM Position: Q1 2025 in Review

TD Waterhouse Canada sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2025, closing a stake of 434 shares — an estimated $23.6K sold.

TD Waterhouse Canada first reported a position in XSVM in Q3 2022 and held it in 2 quarters. The position peaked at $36.5K in Q3 2022. 121 funds tracked by Wall St. Rank hold XSVM as of Q1 2025.

TD Waterhouse Canada reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2025 after selling out during the quarter.
TD Waterhouse Canada sold 434 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2025, an estimated $23.6K.
TD Waterhouse Canada first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2022 and held it in 2 quarters.
TD Waterhouse Canada's Invesco S&P SmallCap Value with Momentum ETF position peaked at $36.5K in Q3 2022.
121 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2025.

Based on TD Waterhouse Canada's 13F filing for Q1 2025, filed 9 May 2025.