Cooper 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.02M | Buy |
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|
2025
Q2 | $3.57M | Buy |
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|
2025
Q1 | $3.43M | Buy |
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|
2024
Q4 | $3.38M | Sell |
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|
2024
Q3 | $3.49M | Buy |
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|
2024
Q2 | $3.17M | Buy |
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|
2024
Q1 | $3.16M | Buy |
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|
2023
Q4 | $2.66M | Buy |
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|
2023
Q3 | $2.37M | Sell |
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|
2023
Q2 | $2.6M | Sell |
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|
2023
Q1 | $2.62M | Sell |
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|
2022
Q4 | $2.64M | Buy |
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|
2022
Q3 | $2.34M | Buy |
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|
2022
Q2 | $2.5M | Buy |
|