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Cary Street Partners Investment Advisory’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-400
Closed -$11K – 896
2020
Q3 		$11K Buy
+400
New +$10.5K ﹤0.01% 755

Other funds holding XSVM

MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 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 $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

Cary Street Partners Investment Advisory's XSVM Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2020, closing a stake of 400 shares — an estimated $11K sold.

Cary Street Partners Investment Advisory first reported a position in XSVM in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 36 funds tracked by Wall St. Rank hold XSVM as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 400 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2020, an estimated $11K.
  • Cary Street Partners Investment Advisory first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Invesco S&P SmallCap Value with Momentum ETF position peaked at $11K in Q3 2020.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.