Arete Wealth Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
|
|||||
|
2025
Q3 | $449K | Sell |
|
|||||
|
2025
Q2 | $696K | Sell |
|
|||||
|
2025
Q1 | $1.43M | Sell |
|
|||||
|
2024
Q4 | $1.95M | Buy |
|
|||||
|
2024
Q3 | $1.05M | Sell |
|
|||||
|
2024
Q2 | $1.06M | Buy |
|
|||||
|
2024
Q1 | $1.01M | Buy |
|
|||||
|
2023
Q4 | $954K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $809K | Buy |
|
|||||
|
2023
Q1 | $406K | Sell |
|
|||||
|
2022
Q4 | $982M | Buy |
|
|||||
|
2022
Q3 | $354K | Buy |
|