KWA
Kellett Wealth Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
63,396
+15,943
| +34% | +$829K | 2.15% | 11 |
|
|
2025
Q1 | $2.38M | Buy |
47,453
+1,552
| +3% | +$77.9K | 1.65% | 14 |
|
|
2024
Q4 | $2.5M | Buy |
45,901
+4,399
| +11% | +$240K | 1.72% | 13 |
|
|
2024
Q3 | $2.28M | Buy |
41,502
+4,661
| +13% | +$256K | 1.63% | 14 |
|
|
2024
Q2 | $1.93M | Buy |
+36,841
| New | +$1.93M | 1.56% | 14 |
|