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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.03M	Sell	116,026 -7,561	-6%	-$393K	0.06%	350
2025 Q1	$6.2M	Buy	+123,587	New	+$6.2M	0.07%	293