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