Claraphi Advisory Network’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-908	Closed	-$18K	–	1217
2020 Q1	$18K	Buy	+908	New	+$26.2K	0.01%	663
2019 Q4	–	Sell	-908	Closed	-$28K	–	416
2019 Q3	$28K	Buy	+908	New	+$26.5K	0.02%	297

Other funds holding XSVM

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Claraphi Advisory Network's XSVM Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2020, closing a stake of 908 shares — an estimated $18K sold.

Claraphi Advisory Network first reported a position in XSVM in Q3 2019 and held it in 2 quarters. The position peaked at $28K in Q3 2019. 33 funds tracked by Wall St. Rank hold XSVM as of Q2 2020.

Claraphi Advisory Network reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 908 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2020, an estimated $18K.
Claraphi Advisory Network first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's Invesco S&P SmallCap Value with Momentum ETF position peaked at $28K in Q3 2019.
33 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.