Ameritas Advisory Services’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.7K | Buy |
+1,514
| New | +$78.7K | ﹤0.01% | 1086 |
|
|
2023
Q2 | – | Sell |
-3,459
| Closed | -$156K | – | 2571 |
|
|
2023
Q1 | $156K | Sell |
3,459
-21,876
| -86% | -$989K | 0.01% | 846 |
|
|
2022
Q4 | $1.16M | Buy |
25,335
+1,949
| +8% | +$89.1K | 0.05% | 314 |
|
|
2022
Q3 | $964K | Buy |
23,386
+4,928
| +27% | +$203K | 0.06% | 282 |
|
|
2022
Q2 | $820K | Buy |
18,458
+1,017
| +6% | +$45.2K | 0.05% | 331 |
|
|
2022
Q1 | $940K | Buy |
17,441
+4,625
| +36% | +$249K | 0.03% | 350 |
|
|
2021
Q4 | $691K | Buy |
+12,816
| New | +$691K | 0.03% | 413 |
|