RICHARDS, MERRILL & PETERSON, INC. XSVM — INVESCO EXCHANGE TRADED FD T

Ownership history in RICHARDS, MERRILL & PETERSON, INC.  ·  7 quarters on record

AI Ownership Summary

RICHARDS, MERRILL & PETERSON, INC. reported INVESCO EXCHANGE TRADED FD T (XSVM) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows XSVM at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XSVM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RICHARDS, MERRILL & PETERSON, INC.'s position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XSVM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XSVM stock page RICHARDS, MERRILL & PETERSON, INC. fund profile RICHARDS, MERRILL & PETERSON, INC. full holdings
How RICHARDS, MERRILL & PETERSON, INC. held XSVM — position size vs. price
% of Fund (quarterly)    XSVM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 1,500 — 0% 0.03% $104K 2026-07-16 $72.03
2026 Q1 UNCHANGED — — — 1,500 — 0% 0.03% $90K 2026-04-17 $64.62
2025 Q4 UNCHANGED — — — 1,500 — 0% 0.03% $86K 2026-01-27 $59.94
2025 Q3 UNCHANGED — — — 1,500 — 0% 0.04% $85K 2025-10-16 $54.04
2025 Q2 UNCHANGED — — — 1,500 — 0% 0.04% $78K 2025-07-31 $51.14
2025 Q1 UNCHANGED — — — 1,500 — 0% 0.04% $75K 2025-05-07 $47.57
2024 Q4 INITIATED — — — 1,500 — — 0.04% $82K 2025-02-13 $53.49

🏢 Other funds also holding XSVM

As of 2026 Q2 — sorted by position size

Williams & Novak, LLC 1.61% DOPKINS WEALTH MANAGEMENT, LLC 3Y 1.16% Fermata Advisors, LLC 3Y 0.74% SFM, LLC 0.63% OxenFree Capital LLC 0.59% Cooper Financial Group 3Y 7Y 0.42% Southland Equity Partners LLC 0.11% Armbruster Capital Management, Inc. 3Y 7Y 0.09% Spire Wealth Management 3Y 0.05% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.03%

FAQ About RICHARDS, MERRILL & PETERSON, INC. and XSVM

These are the practical questions this page is built to answer before you even open the full history table.

How long has RICHARDS, MERRILL & PETERSON, INC. reported owning XSVM?

RICHARDS, MERRILL & PETERSON, INC. reported XSVM across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported XSVM position in RICHARDS, MERRILL & PETERSON, INC.'s portfolio?

The largest reported portfolio weight for XSVM was 0.04% in 2024 Q4.

What is the latest reported XSVM position on this page?

The most recent filing on this page is 2026 Q2, when RICHARDS, MERRILL & PETERSON, INC. reported 1,500 shares, equal to 0.03% of portfolio, with an estimated market value of $104K.

What does the chart on this XSVM ownership page compare?

The chart compares RICHARDS, MERRILL & PETERSON, INC.'s quarterly XSVM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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