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Laurel Wealth Planning’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Laurel Wealth Planning’s Portfolio XSVM Stock Details XSVM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-31,429
Closed -$1.71M – 58
2024
Q4 		$1.71M Buy
31,429
+2,870
+10% +$156K 1.1% 28
2024
Q3 		$1.57M Buy
28,559
+2,089
+8% +$115K 1.03% 27
2024
Q2 		$1.39M Buy
+26,470
New +$1.39M 0.96% 27