Ullmann Wealth Partners Group’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 | $204K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Hold |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $209K | Hold |
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|
2021
Q1 | $200K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $268K | Hold |
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|
2019
Q3 | $242K | Sell |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $245K | Sell |
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|
2018
Q4 | $267K | Sell |
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|
2018
Q3 | $330K | Sell |
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|
2018
Q2 | $331K | Buy |
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