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

Apex Wealth Management’s Portfolio XSVM Stock Details XSVM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.78M Buy
34,165
+102
+0.3% +$5.3K 1.43% 22
2025
Q1 		$1.71M Buy
34,063
+263
+0.8% +$13.2K 1.54% 23
2024
Q4 		$1.84M Buy
+33,800
New +$1.84M 1.59% 23