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

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-17
Closed – – 746
2020
Q4 		$0 Buy
+17
New +$538 ﹤0.01% 799

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Safeguard Investment Advisory Group's XSVM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2021, closing a stake of 17 shares.

Safeguard Investment Advisory Group first reported a position in XSVM in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 52 funds tracked by Wall St. Rank hold XSVM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 17 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco S&P SmallCap Value with Momentum ETF position peaked at $0 in Q4 2020.
  • 52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.