Farther Finance Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $40K | Sell |
770
-66
| -8% | -$3.43K | ﹤0.01% | 2234 |
|
2025
Q1 | $42.1K | Buy |
836
+477
| +133% | +$24K | ﹤0.01% | 1981 |
|
2024
Q4 | $19.6K | Hold |
359
| – | – | ﹤0.01% | 2084 |
|
2024
Q3 | $19.7K | Buy |
359
+107
| +42% | +$5.88K | ﹤0.01% | 2081 |
|
2024
Q2 | $13.1K | Hold |
252
| – | – | ﹤0.01% | 1959 |
|
2024
Q1 | $14.2K | Buy |
+252
| New | +$14.2K | ﹤0.01% | 1614 |
|