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

Voisard Asset Management Group’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	-31	Closed	-$1.71K	–	696
2024 Q3	$1.71K	Hold	31	–	–	﹤0.01%	402
2024 Q2	$1.62K	Hold	31	–	–	﹤0.01%	325
2024 Q1	$1.77K	Hold	31	–	–	﹤0.01%	306
2023 Q4	$1.68K	Buy	+31	New	+$1.52K	﹤0.01%	332

Other funds holding XSVM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Voisard Asset Management Group's XSVM Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2024, closing a stake of 31 shares — an estimated $1.71K sold.

Voisard Asset Management Group first reported a position in XSVM in Q4 2023 and held it in 4 quarters. The position peaked at $1.77K in Q1 2024. 134 funds tracked by Wall St. Rank hold XSVM as of Q4 2024.

Voisard Asset Management Group reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2024 after selling out during the quarter.
Voisard Asset Management Group sold 31 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2024, an estimated $1.71K.
Voisard Asset Management Group first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2023 and held it in 4 quarters.
Voisard Asset Management Group's Invesco S&P SmallCap Value with Momentum ETF position peaked at $1.77K in Q1 2024.
134 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.