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B. Riley Wealth Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

B. Riley Wealth 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
2021
Q2 		– Sell
-4,400
Closed -$214K – 1479
2021
Q1 		$214K Buy
+4,400
New +$191K 0.01% 1162

Other funds holding XSVM

PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

B. Riley Wealth Advisors's XSVM Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2021, closing a stake of 4,400 shares — an estimated $214K sold.

B. Riley Wealth Advisors first reported a position in XSVM in Q1 2021 and held it in 1 quarter. The position peaked at $214K in Q1 2021. 63 funds tracked by Wall St. Rank hold XSVM as of Q2 2021.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,400 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2021, an estimated $214K.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2021 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $214K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.