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

Dopkins Wealth Management’s Portfolio XSVM Stock Details XSVM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.34M Buy
45,081
+17,015
+61% +$885K 1.05% 23
2025
Q1 		$1.41M Buy
28,066
+3,529
+14% +$177K 0.72% 31
2024
Q4 		$1.34M Buy
24,537
+19,423
+380% +$1.06M 0.68% 29
2024
Q3 		$281K Buy
+5,114
New +$281K 0.23% 47