CCP
XSVM icon

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

Carmel Capital Partners’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
Q4 		– Sell
-469
Closed -$22.6K – 729
2023
Q3 		$22.6K Buy
+469
New +$22.8K 0.01% 330

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Carmel Capital Partners's XSVM Position: Q4 2023 in Review

Carmel Capital Partners sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2023, closing a stake of 469 shares — an estimated $22.6K sold.

Carmel Capital Partners first reported a position in XSVM in Q3 2023 and held it in 1 quarter. The position peaked at $22.6K in Q3 2023. 128 funds tracked by Wall St. Rank hold XSVM as of Q4 2023.

  • Carmel Capital Partners reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 469 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2023, an estimated $22.6K.
  • Carmel Capital Partners first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Invesco S&P SmallCap Value with Momentum ETF position peaked at $22.6K in Q3 2023.
  • 128 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.