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

Koshinski Asset 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
2022 Q2	–	Sell	-1,430	Closed	-$77K	–	1996
2022 Q1	$77K	Buy	1,430 +190	+15%	+$10.2K	0.01%	930
2021 Q4	$66.8K	Hold	1,240	–	–	0.01%	1012
2021 Q3	$62.4K	Buy	+1,240	New	+$61.6K	0.01%	1022

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Koshinski Asset Management's XSVM Position: Q2 2022 in Review

Koshinski Asset Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2022, closing a stake of 1,430 shares — an estimated $77K sold.

Koshinski Asset Management first reported a position in XSVM in Q3 2021 and held it in 3 quarters. The position peaked at $77K in Q1 2022. 116 funds tracked by Wall St. Rank hold XSVM as of Q2 2022.

Koshinski Asset Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 1,430 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2022, an estimated $77K.
Koshinski Asset Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2021 and held it in 3 quarters.
Koshinski Asset Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $77K in Q1 2022.
116 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.