Independent Financial Group’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
2026
Q1
$290K Hold
2025
Q4
$275K Sell
2025
Q3
$289K Sell
2025
Q2
$348K Buy