Valmark Advisers’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 | $17.6M | Buy |
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|
2025
Q2 | $15.4M | Buy |
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|
2025
Q1 | $14M | Buy |
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|
2024
Q4 | $14.6M | Buy |
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|
2024
Q3 | $13.7M | Buy |
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|
2024
Q2 | $12.1M | Buy |
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|
2024
Q1 | $9.21M | Buy |
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|
2023
Q4 | $8.55M | Buy |
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|
2023
Q3 | $7.54M | Buy |
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|
2023
Q2 | $7.17M | Buy |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $828K | Buy |
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|
2022
Q3 | $472K | Buy |
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