Dopkins Wealth Management’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
$2.49M Sell
2025
Q2
$2.34M Buy
2025
Q1
$1.41M Buy
2024
Q4
$1.34M Buy
2024
Q3
$281K Buy