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

First Horizon Advisors’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	-98	Closed	-$4K	–	2487
2022 Q2	$4K	Buy	+98	New	+$4.88K	﹤0.01%	1938
2022 Q1	–	Sell	-98	Closed	-$5K	–	2340
2021 Q4	$5K	Buy	98 +22	+29%	+$1.17K	﹤0.01%	1775
2021 Q3	$3K	Buy	76 +11	+17%	+$546	﹤0.01%	1918
2021 Q2	$3K	Buy	+65	New	+$3.28K	﹤0.01%	1706

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

First Horizon Advisors's XSVM Position: Q3 2022 in Review

First Horizon Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2022, closing a stake of 98 shares — an estimated $4K sold.

First Horizon Advisors first reported a position in XSVM in Q2 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 119 funds tracked by Wall St. Rank hold XSVM as of Q3 2022.

First Horizon Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q3 2022 after selling out during the quarter.
First Horizon Advisors sold 98 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2022, an estimated $4K.
First Horizon Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2021 and held it in 4 quarters.
First Horizon Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $5K in Q4 2021.
119 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2022.

Based on First Horizon Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.