LNWWM
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Laird Norton Wetherby Wealth Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio XSVM Stock Details XSVM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$260K Buy
+5,000
New +$260K 0.01% 785
2024
Q4 		$272K Hold
5,000
– – 0.01% 724
2024
Q3 		$275K Hold
5,000
– – 0.01% 759
2024
Q2 		$262K Buy
+5,000
New +$262K 0.01% 748