TruWealth Advisors’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 | $236K | Hold |
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|
2025
Q2 | $217K | Sell |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $695K | Sell |
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|
2024
Q3 | $713K | Buy |
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|
2024
Q2 | $625K | Buy |
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|
2024
Q1 | $601K | Buy |
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|
2023
Q4 | $566K | Buy |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $473K | Buy |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $304K | Buy |
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