Sigma Planning Corp’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 | $311K | Sell |
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|
2025
Q1 | $363K | Sell |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $380K | Buy |
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|
2024
Q2 | $339K | Sell |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $320K | Sell |
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|
2023
Q2 | $582K | Buy |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $617K | Buy |
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|
2022
Q1 | $609K | Buy |
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|
2021
Q4 | $250K | Buy |
|