Integrated Wealth Concepts’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Integrated Wealth Concepts’s Portfolio XSVM Stock Details XSVM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$869K	Buy
2025 Q1	–	Sell
2024 Q4	$767K	Buy
2024 Q3	$715K	Buy
2024 Q2	$654K	Buy
2024 Q1	$667K	Sell
2023 Q4	$651K	Buy
2023 Q3	$555K	Buy