VFO
XSVM icon

Virtus Family Office’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Virtus Family Office’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
2024
Q4 		– Sell
-4,259
Closed -$234K – 49
2024
Q3 		$234K Sell
4,259
-4
-0.1% -$219 0.31% 45
2024
Q2 		$223K Buy
+4,263
New +$231K 0.3% 45

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

Virtus Family Office's XSVM Position: Q4 2024 in Review

Virtus Family Office sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2024, closing a stake of 4,259 shares — an estimated $234K sold.

Virtus Family Office first reported a position in XSVM in Q2 2024 and held it in 2 quarters. The position peaked at $234K in Q3 2024. 134 funds tracked by Wall St. Rank hold XSVM as of Q4 2024.

  • Virtus Family Office reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Virtus Family Office sold 4,259 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2024, an estimated $234K.
  • Virtus Family Office first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2024 and held it in 2 quarters.
  • Virtus Family Office's Invesco S&P SmallCap Value with Momentum ETF position peaked at $234K in Q3 2024.
  • 134 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2024.

Based on Virtus Family Office's 13F filing for Q4 2024, filed 11 Feb 2025.