AA
Altman Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Buy |
87,447
+2,373
| +3% | +$126K | 1.9% | 10 |
|
|
2025
Q1 | $4.12M | Buy |
85,074
+2,934
| +4% | +$142K | 1.9% | 9 |
|
|
2024
Q4 | $4.47M | Buy |
82,140
+1,400
| +2% | +$76.3K | 1.91% | 10 |
|
|
2024
Q3 | $4.44M | Buy |
80,740
+19,284
| +31% | +$1.06M | 1.98% | 7 |
|
|
2024
Q2 | $3.22M | Buy |
61,456
+956
| +2% | +$50.1K | 1.83% | 12 |
|
|
2024
Q1 | $3.42M | Buy |
60,500
+2,833
| +5% | +$160K | 1.67% | 9 |
|
|
2023
Q4 | $3.12M | Buy |
+57,667
| New | +$3.12M | 1.64% | 10 |
|