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

Sugarloaf 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
2021
Q2 		– Sell
-197
Closed -$5 – 791
2021
Q1 		$5 Buy
+197
New +$8.54K ﹤0.01% 597

Other funds holding XSVM

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Sugarloaf Wealth Management's XSVM Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2021, closing a stake of 197 shares — an estimated $5 sold.

Sugarloaf Wealth Management first reported a position in XSVM in Q1 2021 and held it in 1 quarter. The position peaked at $5 in Q1 2021. 63 funds tracked by Wall St. Rank hold XSVM as of Q2 2021.

  • Sugarloaf Wealth Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 197 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2021, an estimated $5.
  • Sugarloaf Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $5 in Q1 2021.
  • 63 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.