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

Visionary 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	$633K	Buy	9,099 +80	+0.9%	+$5.28K	0.03%	386
2026 Q1	$543K	Hold	9,019	–	–	0.02%	384
2025 Q4	$515K	Buy	9,019 +120	+1%	+$6.76K	0.02%	381
2025 Q3	$502K	Sell	8,899 -21	-0.2%	-$1.16K	0.02%	382
2025 Q2	$464K	Sell	8,920 -1,921	-18%	-$94.7K	0.02%	374
2025 Q1	$544K	Sell	10,841 -1,269	-10%	-$67.7K	0.03%	334
2024 Q4	$660K	Buy	12,110 +40	+0.3%	+$2.26K	0.04%	311
2024 Q3	$664K	Buy	12,070 +3,557	+42%	+$194K	0.04%	309
2024 Q2	$446K	Buy	8,513 +972	+13%	+$52.7K	0.03%	346
2024 Q1	$429K	Buy	7,541 +2,794	+59%	+$150K	0.03%	349
2023 Q4	$257K	Buy	+4,747	New	+$232K	0.02%	420

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

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

Visionary Wealth Advisors increased its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 0.89% in Q2 2026, buying an estimated $5.28K and bringing the position to 9,099 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #386.

Visionary Wealth Advisors first reported a position in XSVM in Q4 2023 and has held it in 11 quarters since. The position peaked at $664K in Q3 2024. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

Visionary Wealth Advisors held 9,099 shares of Invesco S&P SmallCap Value with Momentum ETF worth $633K as of Q2 2026.
Visionary Wealth Advisors bought 80 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $5.28K.
Invesco S&P SmallCap Value with Momentum ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #386 holding.
Visionary 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.
Visionary Wealth Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $664K in Q3 2024.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.