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
Q2 		$357K Sell
5,095
-81
-2% -$5.35K ﹤0.01% 3030
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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's XSVM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 1.6% in Q2 2026, selling an estimated $5.35K and leaving 5,095 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #3030.

Wealth Enhancement Advisory Services first reported a position in XSVM in Q1 2023 and has held it in 13 quarters since. The position peaked at $850K in Q4 2024. 130 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,095 shares of Invesco S&P SmallCap Value with Momentum ETF worth $357K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 81 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $5.35K.
  • Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3030 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Invesco S&P SmallCap Value with Momentum ETF position peaked at $850K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.