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Clear Creek Financial Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Clear Creek Financial Management’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
2022
Q2 		– Sell
-75,308
Closed -$4.06M – 382
2022
Q1 		$4.06M Buy
+75,308
New +$4.03M 0.64% 37

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Clear Creek Financial Management's XSVM Position: Q2 2022 in Review

Clear Creek Financial Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2022, closing a stake of 75,308 shares — an estimated $4.06M sold.

Clear Creek Financial Management first reported a position in XSVM in Q1 2022 and held it in 1 quarter. The position peaked at $4.06M in Q1 2022. 116 funds tracked by Wall St. Rank hold XSVM as of Q2 2022.

  • Clear Creek Financial Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Clear Creek Financial Management sold 75,308 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2022, an estimated $4.06M.
  • Clear Creek Financial Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2022 and held it in 1 quarter.
  • Clear Creek Financial Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $4.06M in Q1 2022.
  • 116 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2022.

Based on Clear Creek Financial Management's 13F filing for Q2 2022, filed 27 Jul 2022.