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Wealthspire Advisors (New York)’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-934
Closed -$52.7K – 2942
2025
Q3 		$52.7K Buy
+934
New +$51.5K ﹤0.01% 1230

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 $1.37T 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

Wealthspire Advisors (New York)'s XSVM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2025, closing a stake of 934 shares — an estimated $52.7K sold.

Wealthspire Advisors (New York) first reported a position in XSVM in Q3 2025 and held it in 1 quarter. The position peaked at $52.7K in Q3 2025. 124 funds tracked by Wall St. Rank hold XSVM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 934 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2025, an estimated $52.7K.
  • Wealthspire Advisors (New York) first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco S&P SmallCap Value with Momentum ETF position peaked at $52.7K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.