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

Principle Wealth Partners’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 Q1	–	Sell	-142,761	Closed	-$6.53M	–	328
2022 Q4	$6.53M	Buy	142,761 +7,563	+6%	+$352K	0.74%	37
2022 Q3	$5.57K	Sell	135,198 -2,263	-2%	-$105K	0.53%	34
2022 Q2	$6.11M	Buy	+137,461	New	+$6.85M	0.73%	30

Other funds holding XSVM

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

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

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

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

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

RJFSA

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

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

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

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

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

Principle Wealth Partners's XSVM Position: Q1 2023 in Review

Principle Wealth Partners sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2023, closing a stake of 142,761 shares — an estimated $6.53M sold.

Principle Wealth Partners first reported a position in XSVM in Q2 2022 and held it in 3 quarters. The position peaked at $6.53M in Q4 2022. 117 funds tracked by Wall St. Rank hold XSVM as of Q1 2023.

Principle Wealth Partners reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2023 after selling out during the quarter.
Principle Wealth Partners sold 142,761 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2023, an estimated $6.53M.
Principle Wealth Partners first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2022 and held it in 3 quarters.
Principle Wealth Partners's Invesco S&P SmallCap Value with Momentum ETF position peaked at $6.53M in Q4 2022.
117 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2023.

Based on Principle Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.