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Henrickson Nauta Wealth Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Henrickson Nauta Wealth 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
Q1 		– Sell
-112
Closed -$6K – 288
2021
Q4 		$6K Buy
+112
New +$5.98K ﹤0.01% 188

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Henrickson Nauta Wealth Advisors's XSVM Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2022, closing a stake of 112 shares — an estimated $6K sold.

Henrickson Nauta Wealth Advisors first reported a position in XSVM in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 109 funds tracked by Wall St. Rank hold XSVM as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 112 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2022, an estimated $6K.
  • Henrickson Nauta Wealth Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $6K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.