Creative Financial Designs’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 | $609K | Sell |
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|
2025
Q2 | $585K | Sell |
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|
2025
Q1 | $730K | Buy |
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|
2024
Q4 | $746K | Buy |
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|
2024
Q3 | $575K | Sell |
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|
2024
Q2 | $585K | Buy |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $208K | Buy |
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|
2023
Q3 | $42.6K | Sell |
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|
2023
Q2 | $47.3K | Sell |
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|
2023
Q1 | $50K | Sell |
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|
2022
Q4 | $51.4K | Sell |
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|
2022
Q3 | $52K | Buy |
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|
2022
Q2 | $54K | Buy |
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|
2022
Q1 | $60K | Sell |
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|
2021
Q4 | $85K | Sell |
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|
2021
Q3 | $88K | Buy |
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|
2021
Q2 | $73K | Buy |
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