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

Total Clarity 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
2023 Q3	–	Sell	-5,774	Closed	-$268K	–	243
2023 Q2	$268K	Buy	5,774 +23	+0.4%	+$1.03K	0.13%	168
2023 Q1	$262K	Buy	+5,751	New	+$276K	0.14%	141
2022 Q4	–	Sell	-5,932	Closed	-$244K	–	276
2022 Q3	$244K	Sell	5,932 -4,964	-46%	-$231K	0.15%	177
2022 Q2	$484K	Buy	+10,896	New	+$543K	0.25%	94

Other funds holding XSVM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Total Clarity Wealth Management's XSVM Position: Q3 2023 in Review

Total Clarity Wealth Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2023, closing a stake of 5,774 shares — an estimated $268K sold.

Total Clarity Wealth Management first reported a position in XSVM in Q2 2022 and held it in 4 quarters. The position peaked at $484K in Q2 2022. 106 funds tracked by Wall St. Rank hold XSVM as of Q3 2023.

Total Clarity Wealth Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q3 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 5,774 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2023, an estimated $268K.
Total Clarity Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2022 and held it in 4 quarters.
Total Clarity Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $484K in Q2 2022.
106 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2023.

Based on Total Clarity Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.