Financial Advocates Investment Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Financial Advocates Investment Management’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 Q4	–	Sell	-4,152	Closed	-$228K	–	823
2024 Q3	$228K	Buy	+4,152	New	+$227K	0.01%	684
2023 Q2	–	Sell	-5,092	Closed	-$232K	–	784
2023 Q1	$232K	Sell	5,092 -10,591	-68%	-$509K	0.02%	633
2022 Q4	$717K	Sell	15,683 -14,763	-48%	-$687K	0.05%	363
2022 Q3	$1.25M	Buy	30,446 +8,035	+36%	+$375K	0.1%	211
2022 Q2	$995K	Buy	+22,411	New	+$1.12M	0.08%	272

Other funds holding XSVM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

AAS

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TFP

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

Financial Advocates Investment Management's XSVM Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2024, closing a stake of 4,152 shares — an estimated $228K sold.

Financial Advocates Investment Management first reported a position in XSVM in Q2 2022 and held it in 5 quarters. The position peaked at $1.25M in Q3 2022. 134 funds tracked by Wall St. Rank hold XSVM as of Q4 2024.

Financial Advocates Investment Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 4,152 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2024, an estimated $228K.
Financial Advocates Investment Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2022 and held it in 5 quarters.
Financial Advocates Investment Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.25M in Q3 2022.
134 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.