Stifel Financial’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 | $919K | Sell |
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|
2025
Q2 | $938K | Sell |
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|
2025
Q1 | $959K | Sell |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $824K | Buy |
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|
2024
Q1 | $594K | Sell |
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|
2023
Q4 | $682K | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $3.12M | Buy |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $310K | Sell |
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|
2022
Q1 | $723K | Buy |
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|
2021
Q4 | $705K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $504K | Buy |
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