Capital Analysts LLC’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
$92K Buy
2025
Q1
Sell
2024
Q4
$3K Hold
2024
Q3
$3K Hold
2024
Q2
$3K Buy
2023
Q4
Sell
2023
Q3
$16K Buy
2023
Q1
Sell
2022
Q4
$1K Hold
2022
Q3
$1K Hold
2022
Q2
$1K Buy