Northwestern Mutual Wealth Management’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 | $5.37M | Sell |
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|
2025
Q2 | $5.37M | Sell |
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|
2025
Q1 | $5.26M | Buy |
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|
2024
Q4 | $5.32M | Buy |
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|
2024
Q3 | $5.17M | Buy |
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|
2024
Q2 | $4.69M | Buy |
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|
2024
Q1 | $4.54M | Sell |
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|
2023
Q4 | $5.24M | Sell |
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|
2023
Q3 | $12.2M | Sell |
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|
2023
Q2 | $12M | Buy |
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|
2023
Q1 | $11.6M | Buy |
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|
2022
Q4 | $5.52M | Sell |
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|
2022
Q3 | $6.3M | Buy |
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|
2022
Q2 | $6.16M | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | $27K | Buy |
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|
2021
Q2 | $8K | Buy |
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