Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XSVM Stock Details XSVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$587K Sell
2025
Q1 		$785K Buy
2024
Q4 		$850K Buy
2024
Q3 		$612K Sell
2024
Q2 		$601K Buy
2024
Q1 		$650K Buy
2023
Q4 		$548K Buy
2023
Q3 		$445K Buy
2023
Q2 		– Sell
2023
Q1 		$282K Buy