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

Western 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
2024
Q3 		– Sell
-5,699
Closed -$299K – 769
2024
Q2 		$299K Buy
+5,699
New +$309K 0.02% 502
2022
Q2 		– Sell
-39,424
Closed -$2.12M – 866
2022
Q1 		$2.12M Buy
+39,424
New +$2.11M 0.1% 197

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 $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Western Wealth Management's XSVM Position: Q3 2024 in Review

Western Wealth Management sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q3 2024, closing a stake of 5,699 shares — an estimated $299K sold.

Western Wealth Management first reported a position in XSVM in Q1 2022 and held it in 2 quarters. The position peaked at $2.12M in Q1 2022. 131 funds tracked by Wall St. Rank hold XSVM as of Q3 2024.

  • Western Wealth Management reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Western Wealth Management sold 5,699 Invesco S&P SmallCap Value with Momentum ETF shares in Q3 2024, an estimated $299K.
  • Western Wealth Management first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2022 and held it in 2 quarters.
  • Western Wealth Management's Invesco S&P SmallCap Value with Momentum ETF position peaked at $2.12M in Q1 2022.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q3 2024.

Based on Western Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.