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

Accel 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
2023 Q2	–	Sell	-1,230	Closed	-$56K	–	902
2023 Q1	$56K	Hold	1,230	–	–	0.02%	451
2022 Q4	$56.3K	Hold	1,230	–	–	0.03%	333
2022 Q3	$54K	Hold	1,230	–	–	0.03%	348
2022 Q2	$55K	Hold	1,230	–	–	0.03%	332
2022 Q1	$66K	Buy	1,230 +850	+224%	+$45.5K	0.03%	317
2021 Q4	$20K	Buy	+380	New	+$20.3K	0.01%	576

Other funds holding XSVM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's XSVM Position: Q2 2023 in Review

Accel Wealth Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2023, closing a stake of 1,230 shares — an estimated $56K sold.

Accel Wealth Management first reported a position in XSVM in Q4 2021 and held it in 6 quarters. The position peaked at $66K in Q1 2022. 113 funds tracked by Wall St. Rank hold XSVM as of Q2 2023.

Accel Wealth Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,230 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2023, an estimated $56K.
Accel Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $66K in Q1 2022.
113 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.