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

Meridian 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
2024
Q4 		– Sell
-29,319
Closed -$1.61M – 670
2024
Q3 		$1.61M Sell
29,319
-1,142
-4% -$62.4K 0.08% 208
2024
Q2 		$1.6M Buy
+30,461
New +$1.65M 0.19% 94
2024
Q1 		– Sell
-43,254
Closed -$2.34M – 593
2023
Q4 		$2.34M Sell
43,254
-5,175
-11% -$253K 0.15% 156
2023
Q3 		$2.33M Sell
48,429
-5,890
-11% -$286K 0.14% 137
2023
Q2 		$2.52M Sell
54,319
-1,249
-2% -$55.8K 0.21% 100
2023
Q1 		$2.53M Sell
55,568
-120
-0.2% -$5.76K 0.22% 103
2022
Q4 		$2.55M Buy
55,688
+17,462
+46% +$813K 0.25% 93
2022
Q3 		$1.57M Buy
38,226
+4,258
+13% +$198K 0.17% 128
2022
Q2 		$1.51M Buy
33,968
+1,325
+4% +$66K 0.12% 182
2022
Q1 		$1.76M Buy
32,643
+24,738
+313% +$1.32M 0.19% 102
2021
Q4 		$426K Buy
+7,905
New +$422K 0.05% 262

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

Meridian Wealth Management's XSVM Position: Q4 2024 in Review

Meridian Wealth Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2024, closing a stake of 29,319 shares — an estimated $1.61M sold.

Meridian Wealth Management first reported a position in XSVM in Q4 2021 and held it in 11 quarters. The position peaked at $2.55M in Q4 2022. 134 funds tracked by Wall St. Rank hold XSVM as of Q4 2024.

  • Meridian Wealth Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 29,319 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2024, an estimated $1.61M.
  • Meridian Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2021 and held it in 11 quarters.
  • Meridian Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $2.55M in Q4 2022.
  • 134 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2024.

Based on Meridian Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.