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

CEDRUS’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 Q3	$1.54M	Buy	+28,055	New	+$1.53M	0.57%	36

Other funds holding XSVM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CEDRUS's XSVM Position: Q3 2024 in Review

CEDRUS opened a new position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2024: 28,055 shares worth $1.54M. The stake represents 0.57% of the portfolio and ranks #36 among its holdings.

131 funds tracked by Wall St. Rank hold XSVM as of Q3 2024.

CEDRUS held 28,055 shares of Invesco S&P SmallCap Value with Momentum ETF worth $1.54M as of Q3 2024.
Invesco S&P SmallCap Value with Momentum ETF was a new CEDRUS position in Q3 2024.
Invesco S&P SmallCap Value with Momentum ETF made up 0.57% of CEDRUS's portfolio in Q3 2024, its #36 holding.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.