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Schrum Private Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Schrum Private Wealth Management’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
Q4 		– Sell
-4,444
Closed -$244K – 175
2024
Q3 		$244K Buy
+4,444
New +$243K 0.13% 151

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return

Schrum Private Wealth Management's XSVM Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2024, closing a stake of 4,444 shares — an estimated $244K sold.

Schrum Private Wealth Management first reported a position in XSVM in Q3 2024 and held it in 1 quarter. The position peaked at $244K in Q3 2024. 134 funds tracked by Wall St. Rank hold XSVM as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 4,444 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2024, an estimated $244K.
  • Schrum Private Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $244K in Q3 2024.
  • 134 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.