MAI Capital Management’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-680
Closed -$34.1K 3861
2025
Q1
$34.1K Hold
680
﹤0.01% 1831
2024
Q4
$37K Buy
+680
New +$37K ﹤0.01% 1809