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

Trademark Financial Management’s Portfolio XSVM Stock Details XSVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,781
Closed -$827K – 102
2024
Q2 		$827K Sell
15,781
-67
-0.4% -$3.51K 0.67% 31
2024
Q1 		$902K Sell
15,848
-471
-3% -$26.8K 0.75% 28
2023
Q4 		$884K Buy
+16,319
New +$884K 0.65% 35