Asset Allocation Strategies’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
Q3 | $982K | Sell |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.87M | Sell |
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|
2024
Q3 | $2.51M | Sell |
|
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|
2024
Q2 | $3.43M | Sell |
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|
2024
Q1 | $3.83M | Buy |
|
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|
2023
Q4 | $3.59M | Buy |
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|
2023
Q3 | $2.79M | Buy |
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|
2023
Q2 | $2.49M | Buy |
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|
2023
Q1 | $587K | Sell |
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|
2022
Q4 | $1.75M | Buy |
|