Winslow Evans & Crocker’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Winslow Evans & Crocker’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
2020 Q1	–	Sell	-350	Closed	-$12K	–	1181
2019 Q4	$12K	Hold	350	–	–	﹤0.01%	799
2019 Q3	$12K	Hold	350	–	–	﹤0.01%	783
2019 Q2	$12K	Hold	350	–	–	﹤0.01%	797
2019 Q1	$12K	Buy	350 +114	+48%	+$3.35K	﹤0.01%	792
2018 Q4	$8K	Hold	236	–	–	﹤0.01%	842
2018 Q3	$8K	Hold	236	–	–	﹤0.01%	859
2018 Q2	$8K	Buy	+236	New	+$7.4K	﹤0.01%	865

Other funds holding XSVM

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

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

Winslow Evans & Crocker's XSVM Position: Q1 2020 in Review

Winslow Evans & Crocker sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q1 2020, closing a stake of 350 shares — an estimated $12K sold.

Winslow Evans & Crocker first reported a position in XSVM in Q2 2018 and held it in 7 quarters. The position peaked at $12K in Q4 2019. 32 funds tracked by Wall St. Rank hold XSVM as of Q1 2020.

Winslow Evans & Crocker reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q1 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 350 Invesco S&P SmallCap Value with Momentum ETF shares in Q1 2020, an estimated $12K.
Winslow Evans & Crocker first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2018 and held it in 7 quarters.
Winslow Evans & Crocker's Invesco S&P SmallCap Value with Momentum ETF position peaked at $12K in Q4 2019.
32 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q1 2020.

Based on Winslow Evans & Crocker's 13F filing for Q1 2020, filed 20 Apr 2020.