Baird Financial Group
XSVM icon

Baird Financial Group’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Baird Financial Group’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
Q2 		– Sell
-6,775
Closed -$386K – 1841
2024
Q1 		$386K Buy
6,775
+930
+16% +$49.8K ﹤0.01% 1476
2023
Q4 		$317K Buy
5,845
+770
+15% +$37.7K ﹤0.01% 1496
2023
Q3 		$244K Buy
+5,075
New +$246K ﹤0.01% 1566

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group's XSVM Position: Q2 2024 in Review

Baird Financial Group sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2024, closing a stake of 6,775 shares — an estimated $386K sold.

Baird Financial Group first reported a position in XSVM in Q3 2023 and held it in 3 quarters. The position peaked at $386K in Q1 2024. 135 funds tracked by Wall St. Rank hold XSVM as of Q2 2024.

  • Baird Financial Group reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Baird Financial Group sold 6,775 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2024, an estimated $386K.
  • Baird Financial Group first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2023 and held it in 3 quarters.
  • Baird Financial Group's Invesco S&P SmallCap Value with Momentum ETF position peaked at $386K in Q1 2024.
  • 135 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2024.

Based on Baird Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.