XSVM β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Traction Financial Partners, LLC  Β·  9 quarters on record

AI Ownership Summary

Traction Financial Partners, LLC reported INVESCO EXCHANGE TRADED FD T (XSVM) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.9% in 2024 Q1. The latest visible filing shows XSVM at 5.83% 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 Traction Financial Partners, LLC'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
2025 Q4

XSVM was reported at 5.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.9% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Traction Financial Partners, LLC held XSVM β€” position size vs. price
% of Fund (quarterly)    XSVM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 172,030 +2,487 +1.5% 5.83% $9.8M 2026-02-14 (Est.) $63.34
2025 Q3 ADDED 169,543 +10,793 +6.8% 5.91% $9.6M 2025-11-12 $54.80
2025 Q2 REDUCED 158,750 -17,291 -9.8% 5.60% $8.3M 2025-07-15 $51.86
2025 Q1 REDUCED 176,041 -27,366 -13.5% 6.90% $8.8M 2025-04-15 $45.03
2024 Q4 ADDED 203,407 +7,232 +3.7% 8.61% $11.1M 2025-01-31 $53.71
2024 Q3 REDUCED 196,175 -28,282 -12.6% 8.46% $10.8M 2024-11-06 $57.27
2024 Q2 ADDED 224,457 +17,667 +8.5% 8.87% $12.2M 2024-08-16 $52.66
2024 Q1 ADDED 206,790 +12,273 +6.3% 8.90% $11.4M 2024-05-13 $52.96
2023 Q4 INITIATED 194,517 β€” β€” 7.07% $10.5M 2024-02-13 $50.16

FAQ About Traction Financial Partners, LLC and XSVM

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

How long has Traction Financial Partners, LLC reported owning XSVM?

Traction Financial Partners, LLC reported XSVM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XSVM position in Traction Financial Partners, LLC's portfolio?

The largest reported portfolio weight for XSVM was 8.90% in 2024 Q1.

What is the latest reported XSVM position on this page?

The most recent filing on this page is 2025 Q4, when Traction Financial Partners, LLC reported 172,030 shares, equal to 5.83% of portfolio, with an estimated market value of $9.8M.

What does the chart on this XSVM ownership page compare?

The chart compares Traction Financial Partners, LLC'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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