Financial Partners Group (Kansas)’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Financial Partners Group (Kansas)’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 Q3	–	Sell	-5,244	Closed	-$233K	–	159
2022 Q2	$233K	Hold	5,244	–	–	0.06%	127
2022 Q1	$282K	Hold	5,244	–	–	0.06%	136
2021 Q4	$273K	Hold	5,244	–	–	0.06%	142
2021 Q3	$264K	Buy	+5,244	New	+$260K	0.06%	140

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Financial Partners Group (Kansas)'s XSVM Position: Q3 2022 in Review

Financial Partners Group (Kansas) sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2022, closing a stake of 5,244 shares — an estimated $233K sold.

Financial Partners Group (Kansas) first reported a position in XSVM in Q3 2021 and held it in 4 quarters. The position peaked at $282K in Q1 2022. 119 funds tracked by Wall St. Rank hold XSVM as of Q3 2022.

Financial Partners Group (Kansas) reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q3 2022 after selling out during the quarter.
Financial Partners Group (Kansas) sold 5,244 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2022, an estimated $233K.
Financial Partners Group (Kansas) first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2021 and held it in 4 quarters.
Financial Partners Group (Kansas)'s Invesco S&P SmallCap Value with Momentum ETF position peaked at $282K in Q1 2022.
119 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2022.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2022, filed 14 Nov 2022.