AWM
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Able Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Able Wealth Management’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
2024
Q1 		– Sell
-177
Closed -$9.61K – 591
2023
Q4 		$9.61K Buy
+177
New +$8.66K 0.01% 282

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

Able Wealth Management's XSVM Position: Q1 2024 in Review

Able Wealth Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2024, closing a stake of 177 shares — an estimated $9.61K sold.

Able Wealth Management first reported a position in XSVM in Q4 2023 and held it in 1 quarter. The position peaked at $9.61K in Q4 2023. 130 funds tracked by Wall St. Rank hold XSVM as of Q1 2024.

  • Able Wealth Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 177 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2024, an estimated $9.61K.
  • Able Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $9.61K in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.