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

Prospera Financial Services’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 Q3	–	Sell	-100	Closed	-$4K	–	1609
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	1493
2022 Q1	$5K	Buy	+100	New	+$5.35K	﹤0.01%	2287
2021 Q2	–	Sell	-6,495	Closed	-$316K	–	831
2021 Q1	$316K	Buy	+6,495	New	+$282K	0.02%	602

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Prospera Financial Services's XSVM Position: Q3 2022 in Review

Prospera Financial Services sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2022, closing a stake of 100 shares — an estimated $4K sold.

Prospera Financial Services first reported a position in XSVM in Q1 2021 and held it in 3 quarters. The position peaked at $316K in Q1 2021. 119 funds tracked by Wall St. Rank hold XSVM as of Q3 2022.

Prospera Financial Services reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 100 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2022, an estimated $4K.
Prospera Financial Services first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2021 and held it in 3 quarters.
Prospera Financial Services's Invesco S&P SmallCap Value with Momentum ETF position peaked at $316K in Q1 2021.
119 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.