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Aptus Capital Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Aptus Capital Advisors’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
Q1 		– Sell
-2,941
Closed -$135K – 919
2022
Q4 		$135K Hold
2,941
– – ﹤0.01% 509
2022
Q3 		$121K Buy
+2,941
New +$137K ﹤0.01% 481

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aptus Capital Advisors's XSVM Position: Q1 2023 in Review

Aptus Capital Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2023, closing a stake of 2,941 shares — an estimated $135K sold.

Aptus Capital Advisors first reported a position in XSVM in Q3 2022 and held it in 2 quarters. The position peaked at $135K in Q4 2022. 117 funds tracked by Wall St. Rank hold XSVM as of Q1 2023.

  • Aptus Capital Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 2,941 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2023, an estimated $135K.
  • Aptus Capital Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2022 and held it in 2 quarters.
  • Aptus Capital Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $135K in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2023.

Based on Aptus Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.