QWM
XSVM icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$392K Buy
8,145
+415
+5% +$20K 0.68% 42
2023
Q2
$359K Sell
7,730
-205
-3% -$9.52K 0.57% 43
2023
Q1
$361K Sell
7,935
-1,835
-19% -$83.5K 0.59% 44
2022
Q4
$447K Buy
+9,770
New +$447K 0.7% 38