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

WCG Wealth Advisors’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
2022
Q4 		– Sell
-5,265
Closed -$217K – 287
2022
Q3 		$217K Buy
5,265
+434
+9% +$20.2K 0.03% 266
2022
Q2 		$215K Buy
+4,831
New +$241K 0.03% 254

Other funds holding XSVM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WCG Wealth Advisors's XSVM Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2022, closing a stake of 5,265 shares — an estimated $217K sold.

WCG Wealth Advisors first reported a position in XSVM in Q2 2022 and held it in 2 quarters. The position peaked at $217K in Q3 2022. 126 funds tracked by Wall St. Rank hold XSVM as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 5,265 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2022, an estimated $217K.
  • WCG Wealth Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $217K in Q3 2022.
  • 126 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.