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Galvin Gaustad & Stein’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Galvin Gaustad & Stein’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
Q2 		– Sell
-6,100
Closed -$329K – 179
2022
Q1 		$329K Buy
+6,100
New +$326K 0.03% 141

Other funds holding XSVM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Galvin Gaustad & Stein's XSVM Position: Q2 2022 in Review

Galvin Gaustad & Stein sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2022, closing a stake of 6,100 shares — an estimated $329K sold.

Galvin Gaustad & Stein first reported a position in XSVM in Q1 2022 and held it in 1 quarter. The position peaked at $329K in Q1 2022. 116 funds tracked by Wall St. Rank hold XSVM as of Q2 2022.

  • Galvin Gaustad & Stein reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 6,100 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2022, an estimated $329K.
  • Galvin Gaustad & Stein first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2022 and held it in 1 quarter.
  • Galvin Gaustad & Stein's Invesco S&P SmallCap Value with Momentum ETF position peaked at $329K in Q1 2022.
  • 116 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2022.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2022, filed 22 Jul 2022.