Wealth Enhancement Advisory Services
XSVM icon

Wealth Enhancement Advisory Services’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Wealth Enhancement Advisory Services’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 		$316K Sell
5,176
-3,910
-43% -$238K ﹤0.01% 2719
2025
Q4 		$536K Buy
9,086
+36
+0.4% +$2.03K ﹤0.01% 2416
2025
Q3 		$506K Sell
9,050
-1,773
-16% -$97.8K ﹤0.01% 2362
2025
Q2 		$587K Sell
10,823
-4,807
-31% -$237K ﹤0.01% 2110
2025
Q1 		$785K Buy
15,630
+34
+0.2% +$1.81K ﹤0.01% 1747
2024
Q4 		$850K Buy
15,596
+4,470
+40% +$252K ﹤0.01% 1635
2024
Q3 		$612K Sell
11,126
-351
-3% -$19.2K ﹤0.01% 1682
2024
Q2 		$601K Buy
11,477
+54
+0.5% +$2.93K ﹤0.01% 1532
2024
Q1 		$650K Buy
11,423
+1,313
+13% +$70.3K ﹤0.01% 1445
2023
Q4 		$548K Buy
10,110
+863
+9% +$42.2K ﹤0.01% 1447
2023
Q3 		$445K Buy
+9,247
New +$449K ﹤0.01% 1502
2023
Q2 		– Sell
-6,200
Closed -$282K – 574
2023
Q1 		$282K Buy
+6,200
New +$298K ﹤0.01% 454

Other funds holding XSVM

LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3F
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
BS
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
AA
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