Stratos Wealth Partners’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 | $1.8M | Sell |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $2.24M | Sell |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $2.19M | Buy |
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|
2024
Q1 | $2.3M | Buy |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $1.81M | Sell |
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|
2022
Q1 | $2.34M | Buy |
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|
2021
Q4 | $534K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $32K | Buy |
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