EWG Elevate’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

EWG Elevate’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	-31,392	Closed	-$1.69M	–	106
2022 Q1	$1.69M	Buy	+31,392	New	+$1.68M	0.66%	36
2021 Q3	–	Sell	-29,118	Closed	-$1.49M	–	105
2021 Q2	$1.49M	Buy	+29,118	New	+$1.47M	0.58%	38

Other funds holding XSVM

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

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

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

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

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

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

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

EWG Elevate's XSVM Position: Q2 2022 in Review

EWG Elevate sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2022, closing a stake of 31,392 shares — an estimated $1.69M sold.

EWG Elevate first reported a position in XSVM in Q2 2021 and held it in 2 quarters. The position peaked at $1.69M in Q1 2022. 116 funds tracked by Wall St. Rank hold XSVM as of Q2 2022.

EWG Elevate reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2022 after selling out during the quarter.
EWG Elevate sold 31,392 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2022, an estimated $1.69M.
EWG Elevate first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2021 and held it in 2 quarters.
EWG Elevate's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.69M 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 EWG Elevate's 13F filing for Q2 2022, filed 11 Jul 2022.