OneDigital Investment Advisors’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
Q2 | $228K | Sell |
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2025
Q1 | $330K | Sell |
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|
2024
Q4 | $3.12M | Sell |
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2024
Q3 | $4.75M | Sell |
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2024
Q2 | $4.81M | Buy |
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|
2024
Q1 | $236K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $463K | Buy |
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|
2022
Q2 | $466K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $17K | Hold |
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|
2018
Q2 | $17K | Buy |
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