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

AE 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
2025 Q2	$48.7K	Sell
2025 Q1	$58K	Buy
2024 Q4	$53.5K	Buy
2024 Q1	–	Sell
2023 Q4	$1.17M	Buy
2023 Q3	$1.05M	Buy
2023 Q2	$512K	Buy
2023 Q1	$281K	Buy
2022 Q4	$231K	Buy