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

Primoris Wealth Advisors’s Portfolio XSVM Stock Details XSVM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-36,935
Closed -$2.1M – 109
2024
Q1 		$2.1M Buy
36,935
+585
+2% +$33.3K 1.68% 20
2023
Q4 		$1.97M Buy
+36,350
New +$1.97M 1.86% 18