HBW Advisory Services’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 | $1.3M | Buy |
25,014
+2,450
| +11% | +$127K | 0.16% | 140 |
|
|
2025
Q1 | $1.13M | Buy |
22,564
+859
| +4% | +$43.1K | 0.16% | 133 |
|
|
2024
Q4 | $1.18M | Sell |
21,705
-3,568
| -14% | -$194K | 0.12% | 122 |
|
|
2024
Q3 | $1.39M | Sell |
25,273
-85
| -0.3% | -$4.67K | 0.2% | 113 |
|
|
2024
Q2 | $1.33M | Buy |
25,358
+11,952
| +89% | +$626K | 0.22% | 116 |
|
|
2024
Q1 | $726K | Hold |
13,406
| – | – | 0.14% | 148 |
|
|
2023
Q4 | $726K | Buy |
13,406
+519
| +4% | +$28.1K | 0.14% | 148 |
|
|
2023
Q3 | $621K | Buy |
12,887
+7,409
| +135% | +$357K | 0.13% | 160 |
|
|
2023
Q2 | $254K | Buy |
+5,478
| New | +$254K | 0.06% | 251 |
|