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Anderson Financial Strategies’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Anderson Financial Strategies’s Portfolio XSVM Stock Details XSVM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-249
Closed -$12.5K – 239
2025
Q1 		$12.5K Sell
249
-117,205
-100% -$5.88M 0.01% 152
2024
Q4 		$6.4M Buy
+117,454
New +$6.4M 3.86% 11