Evanson 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
Q3 | $252K | Hold |
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|
2025
Q2 | $232K | Hold |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $243K | Hold |
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|
2024
Q3 | $245K | Hold |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $254K | Hold |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $207K | Hold |
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|
2023
Q1 | $203K | Hold |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $240K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $216K | Buy |
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