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Nations Financial Group’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Nations Financial Group’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
2023
Q2 		– Sell
-4,565
Closed -$208K – 647
2023
Q1 		$208K Sell
4,565
-303
-6% -$14.6K 0.02% 570
2022
Q4 		$223K Buy
+4,868
New +$227K 0.03% 534

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nations Financial Group's XSVM Position: Q2 2023 in Review

Nations Financial Group sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2023, closing a stake of 4,565 shares — an estimated $208K sold.

Nations Financial Group first reported a position in XSVM in Q4 2022 and held it in 2 quarters. The position peaked at $223K in Q4 2022. 113 funds tracked by Wall St. Rank hold XSVM as of Q2 2023.

  • Nations Financial Group reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Nations Financial Group sold 4,565 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2023, an estimated $208K.
  • Nations Financial Group first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2022 and held it in 2 quarters.
  • Nations Financial Group's Invesco S&P SmallCap Value with Momentum ETF position peaked at $223K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2023.

Based on Nations Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.