Ameritas Investment Company’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Ameritas Investment Company’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
2021 Q3	$334K	Buy	+6,628	New	+$329K	0.02%	529
2020 Q2	–	Sell	-198	Closed	-$4K	–	1624
2020 Q1	$4K	Buy	+198	New	+$5.72K	﹤0.01%	1468
2019 Q1	–	Sell	-198	Closed	-$5K	–	1798
2018 Q4	$5K	Buy	+198	New	+$5.91K	﹤0.01%	1230

Other funds holding XSVM

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

Ameritas Investment Company's XSVM Position: Q3 2021 in Review

Ameritas Investment Company opened a new position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2021: 6,628 shares worth $334K. The stake represents 0.02% of the portfolio and ranks #529 among its holdings. This is a return to the name: Ameritas Investment Company previously reported a position in XSVM as recently as Q1 2020.

Ameritas Investment Company first reported a position in XSVM in Q4 2018 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold XSVM as of Q3 2021.

Ameritas Investment Company held 6,628 shares of Invesco S&P SmallCap Value with Momentum ETF worth $334K as of Q3 2021.
Invesco S&P SmallCap Value with Momentum ETF was a new Ameritas Investment Company position in Q3 2021.
Invesco S&P SmallCap Value with Momentum ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #529 holding.
Ameritas Investment Company first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2018 and has held it in 3 quarters since.
66 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.