Federation des caisses Desjardins du Quebec’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Federation des caisses Desjardins du Quebec’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
2023 Q4	–	Sell	-38	Closed	-$1.83K	–	2467
2023 Q3	$1.83K	Hold	38	–	–	﹤0.01%	2085
2023 Q2	$1.76K	Hold	38	–	–	﹤0.01%	2076
2023 Q1	$1.73K	Hold	38	–	–	﹤0.01%	2099
2022 Q4	$1.74K	Hold	38	–	–	﹤0.01%	2223
2022 Q3	$1.57K	Hold	38	–	–	﹤0.01%	2293
2022 Q2	$1.69K	Hold	38	–	–	﹤0.01%	2328
2022 Q1	$2.05K	Sell	38 -16	-30%	-$856	﹤0.01%	2358
2021 Q4	$2.91K	Buy	54 +16	+42%	+$854	﹤0.01%	2314
2021 Q3	$1.91K	Hold	38	–	–	﹤0.01%	2410
2021 Q2	$1.93K	Hold	38	–	–	﹤0.01%	2390
2021 Q1	$1.85K	Buy	+38	New	+$1.65K	﹤0.01%	2331

Other funds holding XSVM

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

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

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

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

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

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

TFP

Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's XSVM Position: Q4 2023 in Review

Federation des caisses Desjardins du Quebec sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2023, closing a stake of 38 shares — an estimated $1.83K sold.

Federation des caisses Desjardins du Quebec first reported a position in XSVM in Q1 2021 and held it in 11 quarters. The position peaked at $2.91K in Q4 2021. 128 funds tracked by Wall St. Rank hold XSVM as of Q4 2023.

Federation des caisses Desjardins du Quebec reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2023 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 38 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2023, an estimated $1.83K.
Federation des caisses Desjardins du Quebec first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2021 and held it in 11 quarters.
Federation des caisses Desjardins du Quebec's Invesco S&P SmallCap Value with Momentum ETF position peaked at $2.91K in Q4 2021.
128 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2023.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q4 2023, filed 15 Aug 2024.