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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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