Envestnet Asset 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
Q2 | $6.12M | Sell |
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|
2025
Q1 | $6.9M | Buy |
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|
2024
Q4 | $7.28M | Sell |
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|
2024
Q3 | $8.77M | Buy |
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|
2024
Q2 | $7.93M | Buy |
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|
2024
Q1 | $8.09M | Buy |
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|
2023
Q4 | $7.48M | Sell |
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|
2023
Q3 | $7.55M | Buy |
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|
2023
Q2 | $6.49M | Buy |
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|
2023
Q1 | $6.03M | Buy |
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|
2022
Q4 | $4.64M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.56M | Buy |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $612K | Sell |
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|
2021
Q2 | $655K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $164K | Buy |
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