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

Grove Bank & Trust’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
Q3 		– Sell
-161
Closed -$7.48K – 794
2023
Q2 		$7.48K Hold
161
– – ﹤0.01% 524
2023
Q1 		$7.33K Buy
+161
New +$7.73K ﹤0.01% 532

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Grove Bank & Trust's XSVM Position: Q3 2023 in Review

Grove Bank & Trust sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2023, closing a stake of 161 shares — an estimated $7.48K sold.

Grove Bank & Trust first reported a position in XSVM in Q1 2023 and held it in 2 quarters. The position peaked at $7.48K in Q2 2023. 106 funds tracked by Wall St. Rank hold XSVM as of Q3 2023.

  • Grove Bank & Trust reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 161 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2023, an estimated $7.48K.
  • Grove Bank & Trust first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2023 and held it in 2 quarters.
  • Grove Bank & Trust's Invesco S&P SmallCap Value with Momentum ETF position peaked at $7.48K in Q2 2023.
  • 106 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2023.

Based on Grove Bank & Trust's 13F filing for Q3 2023, filed 30 Oct 2023.