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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$441K Sell
2024
Q4
$794K Sell
2024
Q3
$1.17M Sell
2024
Q2
$1.4M Sell
2024
Q1
$15.4M Buy
2023
Q4
$13M Buy