Fermata Advisors’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 | $3.07M | Buy |
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|
2025
Q2 | $2.66M | Sell |
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|
2025
Q1 | $2.73M | Buy |
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|
2024
Q4 | $2.76M | Buy |
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|
2024
Q3 | $2.47M | Buy |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $2.37M | Buy |
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|
2023
Q4 | $2M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $887K | Sell |
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $931K | Buy |
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