Kingsview Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Kingsview Wealth Management’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
2021 Q3	–	Sell	-12,211	Closed	-$626K	–	1022
2021 Q2	$626K	Buy	+12,211	New	+$616K	0.03%	501

Other funds holding XSVM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

Kingsview Wealth Management's XSVM Position: Q3 2021 in Review

Kingsview Wealth Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2021, closing a stake of 12,211 shares — an estimated $626K sold.

Kingsview Wealth Management first reported a position in XSVM in Q2 2021 and held it in 1 quarter. The position peaked at $626K in Q2 2021. 66 funds tracked by Wall St. Rank hold XSVM as of Q3 2021.

Kingsview Wealth Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q3 2021 after selling out during the quarter.
Kingsview Wealth Management sold 12,211 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2021, an estimated $626K.
Kingsview Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2021 and held it in 1 quarter.
Kingsview Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $626K in Q2 2021.
66 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.