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

Clearwater Capital Advisors’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 Q1	–	Sell	-13,302	Closed	-$450K	–	169
2019 Q4	$450K	Sell	13,302 -3,297	-20%	-$106K	0.08%	129
2019 Q3	$507K	Sell	16,599 -2,025	-11%	-$59.2K	0.09%	132
2019 Q2	$546K	Sell	18,624 -1,496	-7%	-$44K	0.1%	139
2019 Q1	$595K	Sell	20,120 -10,140	-34%	-$298K	0.11%	136
2018 Q4	$799K	Sell	30,260 -8,783	-22%	-$262K	0.18%	119
2018 Q3	$1.27M	Sell	39,043 -550	-1%	-$18K	0.25%	95
2018 Q2	$1.27M	Buy	+39,593	New	+$1.24M	0.26%	89

Other funds holding XSVM

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

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

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TWM

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

Clearwater Capital Advisors's XSVM Position: Q1 2020 in Review

Clearwater Capital Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2020, closing a stake of 13,302 shares — an estimated $450K sold.

Clearwater Capital Advisors first reported a position in XSVM in Q2 2018 and held it in 7 quarters. The position peaked at $1.27M in Q2 2018. 32 funds tracked by Wall St. Rank hold XSVM as of Q1 2020.

Clearwater Capital Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2020 after selling out during the quarter.
Clearwater Capital Advisors sold 13,302 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2020, an estimated $450K.
Clearwater Capital Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2018 and held it in 7 quarters.
Clearwater Capital Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.27M in Q2 2018.
32 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2020.

Based on Clearwater Capital Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.