Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $39.5K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $730K | Buy |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | $206K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $371K | Buy |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.55M | Buy |
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