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TD Ameritrade Investment Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-30,810
Closed -$1.43M – 532
2023
Q2 		$1.43M Sell
30,810
-480
-2% -$21.4K 0.02% 102
2023
Q1 		$1.42M Sell
31,290
-737
-2% -$35.4K 0.01% 105
2022
Q4 		$1.47M Sell
32,027
-3,472
-10% -$162K 0.01% 106
2022
Q3 		$1.46M Sell
35,499
-2,284
-6% -$106K 0.01% 105
2022
Q2 		$1.68M Sell
37,783
-860
-2% -$42.8K 0.01% 107
2022
Q1 		$2.08M Sell
38,643
-629
-2% -$33.6K 0.02% 104
2021
Q4 		$2.12M Sell
39,272
-29,262
-43% -$1.56M 0.01% 103
2021
Q3 		$1.84M Buy
68,534
+28,756
+72% +$1.43M 0.02% 99
2021
Q2 		$2.02M Sell
39,778
-19,474
-33% -$983K 0.01% 100
2021
Q1 		$2.07M Hold
59,252
– – 0.02% 101
2020
Q4 		$2.07M Sell
59,252
-9,282
-14% -$294K 0.02% 101
2020
Q3 		$1.84M Sell
68,534
-3,164
-4% -$83.4K 0.02% 99
2020
Q2 		$1.76M Sell
71,698
-4,290
-6% -$96.9K 0.01% 102
2020
Q1 		$1.5M Buy
75,988
+27,456
+57% +$793K 0.01% 102
2019
Q4 		$1.64M Sell
48,532
-2,278
-4% -$73.1K 0.01% 101
2019
Q3 		$1.55M Buy
50,810
+624
+1% +$18.2K 0.01% 102
2019
Q2 		$1.47M Sell
50,186
-1,074
-2% -$31.6K 0.01% 101
2019
Q1 		$1.52M Sell
51,260
-525
-1% -$15.4K 0.01% 98
2018
Q4 		$1.37M Sell
51,785
-1,595
-3% -$47.6K 0.01% 95
2018
Q3 		$1.73M Buy
53,380
+3,959
+8% +$130K 0.01% 81
2018
Q2 		$1.59M Buy
+49,421
New +$1.55M 0.01% 73

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 $79.5B AUM 27.1% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Ameritrade Investment Management's XSVM Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2023, closing a stake of 30,810 shares — an estimated $1.43M sold.

TD Ameritrade Investment Management first reported a position in XSVM in Q2 2018 and held it in 21 quarters. The position peaked at $2.12M in Q4 2021. 106 funds tracked by Wall St. Rank hold XSVM as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 30,810 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2023, an estimated $1.43M.
  • TD Ameritrade Investment Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $2.12M in Q4 2021.
  • 106 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.