Atria Wealth Solutions’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
Q2 | $296K | Sell |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $618K | Sell |
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|
2024
Q3 | $741K | Buy |
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|
2024
Q2 | $695K | Sell |
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|
2024
Q1 | $794K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $675K | Sell |
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|
2022
Q4 | $706K | Sell |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.6M | Buy |
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