Visionary Wealth Advisors’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
8,920
-1,921
| -18% | -$99.9K | 0.02% | 374 |
|
|
2025
Q1 | $544K | Sell |
10,841
-1,269
| -10% | -$63.7K | 0.03% | 334 |
|
|
2024
Q4 | $660K | Buy |
12,110
+40
| +0.3% | +$2.18K | 0.04% | 311 |
|
|
2024
Q3 | $664K | Buy |
12,070
+3,557
| +42% | +$196K | 0.04% | 309 |
|
|
2024
Q2 | $446K | Buy |
8,513
+972
| +13% | +$50.9K | 0.03% | 346 |
|
|
2024
Q1 | $429K | Buy |
7,541
+2,794
| +59% | +$159K | 0.03% | 349 |
|
|
2023
Q4 | $257K | Buy |
+4,747
| New | +$257K | 0.02% | 420 |
|