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Crown Wealth Group’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Crown Wealth Group’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
2024
Q1 		– Sell
-4,388
Closed -$238K – 121
2023
Q4 		$238K Buy
+4,388
New +$215K 0.14% 77

Other funds holding XSVM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

Crown Wealth Group's XSVM Position: Q1 2024 in Review

Crown Wealth Group sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2024, closing a stake of 4,388 shares — an estimated $238K sold.

Crown Wealth Group first reported a position in XSVM in Q4 2023 and held it in 1 quarter. The position peaked at $238K in Q4 2023. 130 funds tracked by Wall St. Rank hold XSVM as of Q1 2024.

  • Crown Wealth Group reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Crown Wealth Group sold 4,388 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2024, an estimated $238K.
  • Crown Wealth Group first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2023 and held it in 1 quarter.
  • Crown Wealth Group's Invesco S&P SmallCap Value with Momentum ETF position peaked at $238K in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2024.

Based on Crown Wealth Group's 13F filing for Q1 2024, filed 1 May 2024.