BWMG
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Barnes Wealth Management Group’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Barnes Wealth Management Group’s Portfolio XSVM Stock Details XSVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$226K Buy