Jones Financial Companies’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 | $1.86M | Buy |
35,711
+3,439
| +11% | +$179K | ﹤0.01% | 776 |
|
|
2025
Q1 | $1.61M | Buy |
32,272
+9,570
| +42% | +$479K | ﹤0.01% | 708 |
|
|
2024
Q4 | $1.24M | Buy |
22,702
+7,097
| +45% | +$387K | ﹤0.01% | 683 |
|
|
2024
Q3 | $854K | Buy |
15,605
+9,915
| +174% | +$543K | ﹤0.01% | 647 |
|
|
2024
Q2 | $298K | Buy |
5,690
+5,567
| +4,526% | +$292K | ﹤0.01% | 709 |
|
|
2024
Q1 | $7K | Buy |
+123
| New | +$7K | ﹤0.01% | 1127 |
|