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

Tucker Asset 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 Q2	–	Sell	-393	Closed	-$17.9K	–	1306
2023 Q1	$17.9K	Hold	393	–	–	0.01%	442
2022 Q4	$18K	Hold	393	–	–	0.01%	264
2022 Q3	$18.6K	Buy	+393	New	+$18.3K	0.01%	250

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tucker Asset Management's XSVM Position: Q2 2023 in Review

Tucker Asset Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2023, closing a stake of 393 shares — an estimated $17.9K sold.

Tucker Asset Management first reported a position in XSVM in Q3 2022 and held it in 3 quarters. The position peaked at $18.6K in Q3 2022. 113 funds tracked by Wall St. Rank hold XSVM as of Q2 2023.

Tucker Asset Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2023 after selling out during the quarter.
Tucker Asset Management sold 393 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2023, an estimated $17.9K.
Tucker Asset Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q3 2022 and held it in 3 quarters.
Tucker Asset Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $18.6K in Q3 2022.
113 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2023.

Based on Tucker Asset Management's 13F filing for Q2 2023, filed 8 Sep 2023.