First Command Bank’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

First Command Bank’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 Q2	$31.3K	Sell	675 -675	-50%	-$30.1K	﹤0.01%	265
2023 Q1	$61.5K	Hold	1,350	–	–	0.01%	216
2022 Q4	$62K	Hold	1,350	–	–	0.01%	215
2022 Q3	$56K	Hold	1,350	–	–	0.01%	219
2022 Q2	$60K	Hold	1,350	–	–	0.01%	215
2022 Q1	$73K	Buy	+1,350	New	+$72.2K	0.01%	211

Other funds holding XSVM

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

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

First Command Bank's XSVM Position: Q2 2023 in Review

First Command Bank reduced its Invesco S&P SmallCap Value with Momentum ETF (XSVM) stake by 50% in Q2 2023, selling an estimated $30.1K and leaving 675 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

First Command Bank first reported a position in XSVM in Q1 2022 and has held it in 6 quarters since. The position peaked at $73K in Q1 2022. 113 funds tracked by Wall St. Rank hold XSVM as of Q2 2023.

First Command Bank held 675 shares of Invesco S&P SmallCap Value with Momentum ETF worth $31.3K as of Q2 2023.
First Command Bank sold 675 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2023, an estimated $30.1K.
Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of First Command Bank's portfolio in Q2 2023, its #265 holding.
First Command Bank first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2022 and has held it in 6 quarters since.
First Command Bank's Invesco S&P SmallCap Value with Momentum ETF position peaked at $73K in Q1 2022.
113 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.