Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $290K | Hold |
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|
2025
Q4 | $275K | Sell |
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|
2025
Q3 | $289K | Sell |
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|
2025
Q2 | $348K | Buy |
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|
2025
Q1 | $264K | Sell |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $510K | Buy |
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|
2023
Q4 | $481K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Buy |
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