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

Northwest Financial 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
Q4 		– Sell
-35
Closed -$1.93K – 561
2024
Q3 		$1.93K Buy
+35
New +$1.91K ﹤0.01% 498
2024
Q1 		– Sell
-35
Closed -$1.9K – 552
2023
Q4 		$1.9K Buy
+35
New +$1.71K ﹤0.01% 496

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

Northwest Financial Advisors's XSVM Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2024, closing a stake of 35 shares — an estimated $1.93K sold.

Northwest Financial Advisors first reported a position in XSVM in Q4 2023 and held it in 2 quarters. The position peaked at $1.93K in Q3 2024. 134 funds tracked by Wall St. Rank hold XSVM as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 35 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2024, an estimated $1.93K.
  • Northwest Financial Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.93K in Q3 2024.
  • 134 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.