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World Equity Group’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

World Equity 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
2022
Q2 		– Sell
-7,640
Closed -$412K – 406
2022
Q1 		$412K Buy
+7,640
New +$409K 0.09% 233

Other funds holding XSVM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

World Equity Group's XSVM Position: Q2 2022 in Review

World Equity Group sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2022, closing a stake of 7,640 shares — an estimated $412K sold.

World Equity Group first reported a position in XSVM in Q1 2022 and held it in 1 quarter. The position peaked at $412K in Q1 2022. 116 funds tracked by Wall St. Rank hold XSVM as of Q2 2022.

  • World Equity Group reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • World Equity Group sold 7,640 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2022, an estimated $412K.
  • World Equity Group first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q1 2022 and held it in 1 quarter.
  • World Equity Group's Invesco S&P SmallCap Value with Momentum ETF position peaked at $412K in Q1 2022.
  • 116 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2022.

Based on World Equity Group's 13F filing for Q2 2022, filed 6 Sep 2024.