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Howe & Rusling’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Howe & Rusling’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
2024
Q4 		– Sell
-464
Closed -$25.5K – 469
2024
Q3 		$25.5K Buy
+464
New +$25.4K ﹤0.01% 326

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

Howe & Rusling's XSVM Position: Q4 2024 in Review

Howe & Rusling sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2024, closing a stake of 464 shares — an estimated $25.5K sold.

Howe & Rusling first reported a position in XSVM in Q3 2024 and held it in 1 quarter. The position peaked at $25.5K in Q3 2024. 134 funds tracked by Wall St. Rank hold XSVM as of Q4 2024.

  • Howe & Rusling reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Howe & Rusling sold 464 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2024, an estimated $25.5K.
  • Howe & Rusling first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2024 and held it in 1 quarter.
  • Howe & Rusling's Invesco S&P SmallCap Value with Momentum ETF position peaked at $25.5K in Q3 2024.
  • 134 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.