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

Retirement 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
2024 Q1	$447K	Buy	+7,849	New	+$420K	0.16%	73

Other funds holding XSVM

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

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

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

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

TFP

Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

Retirement Group's XSVM Position: Q1 2024 in Review

Retirement Group opened a new position in Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2024: 7,849 shares worth $447K. The stake represents 0.16% of the portfolio and ranks #73 among its holdings.

130 funds tracked by Wall St. Rank hold XSVM as of Q1 2024.

Retirement Group held 7,849 shares of Invesco S&P SmallCap Value with Momentum ETF worth $447K as of Q1 2024.
Invesco S&P SmallCap Value with Momentum ETF was a new Retirement Group position in Q1 2024.
Invesco S&P SmallCap Value with Momentum ETF made up 0.16% of Retirement Group's portfolio in Q1 2024, its #73 holding.
130 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.