Traction Financial Partners’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.25M | Sell |
158,750
-17,291
| -10% | -$899K | 5.6% | 7 |
|
|
2025
Q1 | $8.84M | Sell |
176,041
-27,366
| -13% | -$1.37M | 6.9% | 7 |
|
|
2024
Q4 | $11.1M | Buy |
203,407
+7,232
| +4% | +$394K | 8.61% | 5 |
|
|
2024
Q3 | $10.8M | Sell |
196,175
-28,282
| -13% | -$1.56M | 8.46% | 5 |
|
|
2024
Q2 | $12.2M | Buy |
224,457
+17,667
| +9% | +$959K | 8.87% | 4 |
|
|
2024
Q1 | $11.4M | Buy |
206,790
+12,273
| +6% | +$677K | 8.9% | 4 |
|
|
2023
Q4 | $10.5M | Buy |
+194,517
| New | +$10.5M | 7.07% | 5 |
|