Valued Wealth Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Valued Wealth Advisors’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	$531K	Sell	7,625 -782	-9%	-$51.6K	0.19%	32
2026 Q1	$507K	Sell	8,407 -10,454	-55%	-$636K	0.21%	29
2025 Q4	$1.08M	Sell	18,861 -890	-5%	-$50.1K	0.47%	20
2025 Q3	$1.12M	Sell	19,751 -52	-0.3%	-$2.87K	0.52%	19
2025 Q2	$1.03M	Sell	19,803 -6,597	-25%	-$325K	0.54%	19
2025 Q1	$1.33M	Buy	26,400 +8,552	+48%	+$456K	0.8%	18
2024 Q4	$972K	Sell	17,848 -13	-0.1%	-$734	0.61%	18
2024 Q3	$982K	Sell	17,861 -2,580	-13%	-$141K	0.64%	16
2024 Q2	$1.07M	Buy	20,441 +10	+0%	+$542	0.74%	16
2024 Q1	$1.16M	Buy	20,431 +7,657	+60%	+$410K	0.82%	17
2023 Q4	$615K	Buy	+12,774	New	+$625K	0.57%	18

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

Valued Wealth Advisors's XSVM Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 9.3% in Q2 2026, selling an estimated $51.6K and leaving 7,625 shares worth $531K. The position accounts for 0.19% of the portfolio, ranked #32.

Valued Wealth Advisors first reported a position in XSVM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q1 2025. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Valued Wealth Advisors held 7,625 shares of Invesco S&P SmallCap Value with Momentum ETF worth $531K as of Q2 2026.
Valued Wealth Advisors sold 782 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $51.6K.
Invesco S&P SmallCap Value with Momentum ETF made up 0.19% of Valued Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Valued Wealth Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.33M in Q1 2025.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.