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

Traction Financial Partners’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	$1.39M	Sell	23,046 -148,984	-87%	-$9.06M	0.86%	16
2025 Q4	$9.83M	Buy	172,030 +2,487	+1%	+$140K	5.83%	7
2025 Q3	$9.57M	Buy	169,543 +10,793	+7%	+$595K	5.91%	7
2025 Q2	$8.25M	Sell	158,750 -17,291	-10%	-$852K	5.6%	7
2025 Q1	$8.84M	Sell	176,041 -27,366	-13%	-$1.46M	6.9%	7
2024 Q4	$11.1M	Buy	203,407 +7,232	+4%	+$408K	8.61%	5
2024 Q3	$10.8M	Sell	196,175 -28,282	-13%	-$1.55M	8.46%	5
2024 Q2	$12.2M	Buy	224,457 +17,667	+9%	+$958K	8.87%	4
2024 Q1	$11.4M	Buy	206,790 +12,273	+6%	+$657K	8.9%	4
2023 Q4	$10.5M	Buy	+194,517	New	+$9.52M	7.07%	5

Other funds holding XSVM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

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

Raymond James Financial

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

Cetera Investment Advisers

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

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