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

World Investment 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
2024 Q4	–	Sell	-14,477	Closed	-$796K	–	1055
2024 Q3	$796K	Buy	+14,477	New	+$791K	0.03%	476
2023 Q2	–	Sell	-10,009	Closed	-$456K	–	273
2023 Q1	$456K	Sell	10,009 -101	-1%	-$4.85K	0.09%	141
2022 Q4	$462K	Buy	10,110 +477	+5%	+$22.2K	0.11%	135
2022 Q3	$397K	Sell	9,633 -217	-2%	-$10.1K	0.09%	154
2022 Q2	$485K	Buy	+9,850	New	+$491K	0.1%	147

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

World Investment Advisors's XSVM Position: Q4 2024 in Review

World Investment Advisors sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q4 2024, closing a stake of 14,477 shares — an estimated $796K sold.

World Investment Advisors first reported a position in XSVM in Q2 2022 and held it in 5 quarters. The position peaked at $796K in Q3 2024. 134 funds tracked by Wall St. Rank hold XSVM as of Q4 2024.

World Investment Advisors reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q4 2024 after selling out during the quarter.
World Investment Advisors sold 14,477 Invesco S&P SmallCap Value with Momentum ETF shares in Q4 2024, an estimated $796K.
World Investment Advisors first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q2 2022 and held it in 5 quarters.
World Investment Advisors's Invesco S&P SmallCap Value with Momentum ETF position peaked at $796K in Q3 2024.
134 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q4 2024.

Based on World Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.