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Bridgeworth’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-435
Closed -$13K – 563
2018
Q2 		$13K Buy
+435
New +$13.6K 0.01% 415

Other funds holding XSVM

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bridgeworth's XSVM Position: Q3 2018 in Review

Bridgeworth sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2018, closing a stake of 435 shares — an estimated $13K sold.

Bridgeworth first reported a position in XSVM in Q2 2018 and held it in 1 quarter. The position peaked at $13K in Q2 2018. 34 funds tracked by Wall St. Rank hold XSVM as of Q3 2018.

  • Bridgeworth reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 435 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2018, an estimated $13K.
  • Bridgeworth first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Invesco S&P SmallCap Value with Momentum ETF position peaked at $13K in Q2 2018.
  • 34 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.