Equitable Holdings’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 | $547K | Sell |
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|
2025
Q2 | $539K | Sell |
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|
2025
Q1 | $608K | Sell |
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|
2024
Q4 | $672K | Sell |
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|
2024
Q3 | $768K | Sell |
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|
2024
Q2 | $807K | Buy |
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|
2024
Q1 | $597K | Sell |
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|
2023
Q4 | $860K | Sell |
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|
2023
Q3 | $905K | Sell |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $2M | Sell |
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|
2022
Q4 | $2.16M | Buy |
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|
2022
Q3 | $1.89M | Buy |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $796K | Buy |
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