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 Q2	$1.49M	Sell	21,436 -1,610	-7%	-$106K	0.79%	17
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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return

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

Traction Financial Partners's XSVM Position: Q2 2026 in Review

Traction Financial Partners reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 7% in Q2 2026, selling an estimated $106K and leaving 21,436 shares worth $1.49M. The position accounts for 0.79% of the portfolio, ranked #17.

Traction Financial Partners first reported a position in XSVM in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2M in Q2 2024. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Traction Financial Partners held 21,436 shares of Invesco S&P SmallCap Value with Momentum ETF worth $1.49M as of Q2 2026.
Traction Financial Partners sold 1,610 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $106K.
Invesco S&P SmallCap Value with Momentum ETF made up 0.79% of Traction Financial Partners's portfolio in Q2 2026, its #17 holding.
Traction Financial Partners first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2023 and has held it in 11 quarters since.
Traction Financial Partners's Invesco S&P SmallCap Value with Momentum ETF position peaked at $12.2M in Q2 2024.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Traction Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.