Clearwater Capital Advisors’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

Clearwater Capital Advisors’s Portfolio SPVM Stock Details SPVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,348	Closed	-$88K	–	503
2018 Q1	$88K	Buy	+2,348	New	+$91.2K	0.02%	245

Other funds holding SPVM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Clearwater Capital Advisors's SPVM Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q2 2018, closing a stake of 2,348 shares — an estimated $88K sold.

Clearwater Capital Advisors first reported a position in SPVM in Q1 2018 and held it in 1 quarter. The position peaked at $88K in Q1 2018. 22 funds tracked by Wall St. Rank hold SPVM as of Q2 2018.

Clearwater Capital Advisors reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 2,348 Invesco S&P 500 Value with Momentum ETF shares in Q2 2018, an estimated $88K.
Clearwater Capital Advisors first reported a position in Invesco S&P 500 Value with Momentum ETF in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's Invesco S&P 500 Value with Momentum ETF position peaked at $88K in Q1 2018.
22 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.