LPL Financial’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
Q3 | $51M | Sell |
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|
2025
Q2 | $56.5M | Sell |
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|
2025
Q1 | $61.7M | Sell |
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|
2024
Q4 | $91.6M | Buy |
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|
2024
Q3 | $90.2M | Sell |
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|
2024
Q2 | $87.6M | Buy |
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|
2024
Q1 | $85.7M | Buy |
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|
2023
Q4 | $78.9M | Sell |
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|
2023
Q3 | $73.7M | Buy |
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|
2023
Q2 | $59.4M | Sell |
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|
2023
Q1 | $58.9M | Buy |
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|
2022
Q4 | $58.9M | Buy |
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|
2022
Q3 | $44.5M | Buy |
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|
2022
Q2 | $41.3M | Buy |
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|
2022
Q1 | $42.2M | Buy |
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|
2021
Q4 | $34.9M | Buy |
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|
2021
Q3 | $25.6M | Buy |
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|
2021
Q2 | $24.6M | Buy |
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|
2021
Q1 | $20.6M | Buy |
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|
2020
Q4 | $8.27M | Buy |
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|
2020
Q3 | $5.28M | Buy |
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|
2020
Q2 | $4.28M | Buy |
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|
2020
Q1 | $3.13M | Buy |
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|
2019
Q4 | $5.06M | Buy |
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|
2019
Q3 | $3.94M | Buy |
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|
2019
Q2 | $3.78M | Buy |
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|
2019
Q1 | $3.8M | Sell |
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|
2018
Q4 | $3.47M | Sell |
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|
2018
Q3 | $4.33M | Buy |
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|
2018
Q2 | $4.15M | Buy |
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