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

IFP 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
2024 Q1	–	Sell	-195	Closed	-$10.6K	–	3255
2023 Q4	$10.6K	Buy	+195	New	+$9.54K	﹤0.01%	2167
2023 Q1	–	Sell	-4,115	Closed	-$134K	–	4469
2022 Q4	$134K	Buy	4,115 +507	+14%	+$23.6K	﹤0.01%	1582
2022 Q3	$117K	Buy	3,608 +1,999	+124%	+$93.2K	﹤0.01%	1753
2022 Q2	$52K	Hold	1,609	–	–	﹤0.01%	2152
2022 Q1	$52K	Buy	+1,609	New	+$86.1K	﹤0.01%	2152
2019 Q1	–	Sell	-37	Closed	-$1K	–	3499
2018 Q4	$1K	Hold	37	–	–	﹤0.01%	3409
2018 Q3	$1K	Hold	37	–	–	﹤0.01%	3738
2018 Q2	$1K	Buy	+37	New	+$1.16K	﹤0.01%	3784

Other funds holding XSVM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFP

Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

IFP Advisors's XSVM Position: Q1 2024 in Review

IFP Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2024, closing a stake of 195 shares — an estimated $10.6K sold.

IFP Advisors first reported a position in XSVM in Q2 2018 and held it in 8 quarters. The position peaked at $134K in Q4 2022. 130 funds tracked by Wall St. Rank hold XSVM as of Q1 2024.

IFP Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2024 after selling out during the quarter.
IFP Advisors sold 195 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2024, an estimated $10.6K.
IFP Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2018 and held it in 8 quarters.
IFP Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $134K in Q4 2022.
130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.