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Clearview Wealth Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Clearview Wealth Advisors’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-140
Closed -$5K – 658
2022
Q3 		$5K Buy
+140
New +$5.88K ﹤0.01% 420

Other funds holding XMVM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearview Wealth Advisors's XMVM Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q4 2022, closing a stake of 140 shares — an estimated $5K sold.

Clearview Wealth Advisors first reported a position in XMVM in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 63 funds tracked by Wall St. Rank hold XMVM as of Q4 2022.

  • Clearview Wealth Advisors reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 140 Invesco S&P MidCap Value with Momentum ETF shares in Q4 2022, an estimated $5K.
  • Clearview Wealth Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q3 2022 and held it in 1 quarter.
  • Clearview Wealth Advisors's Invesco S&P MidCap Value with Momentum ETF position peaked at $5K in Q3 2022.
  • 63 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.