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

Sage Mountain 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
Q2 		– Sell
-154
Closed -$8.77K – 452
2024
Q1 		$8.77K Buy
+154
New +$8.24K ﹤0.01% 394

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sage Mountain Advisors's XSVM Position: Q2 2024 in Review

Sage Mountain Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2024, closing a stake of 154 shares — an estimated $8.77K sold.

Sage Mountain Advisors first reported a position in XSVM in Q1 2024 and held it in 1 quarter. The position peaked at $8.77K in Q1 2024. 135 funds tracked by Wall St. Rank hold XSVM as of Q2 2024.

  • Sage Mountain Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 154 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2024, an estimated $8.77K.
  • Sage Mountain Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2024 and held it in 1 quarter.
  • Sage Mountain Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $8.77K in Q1 2024.
  • 135 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2024.

Based on Sage Mountain Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.