Truist 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 | $235K | Buy |
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|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $298K | Buy |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $926K | Sell |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $0 | Buy |
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