Accel Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
24,850
+850
| +4% | +$57.8K | 0.56% | 51 |
|
|
2025
Q1 | $1.51M | Buy |
24,000
+4,207
| +21% | +$264K | 0.54% | 50 |
|
|
2024
Q4 | $1.31M | Buy |
19,793
+3,368
| +21% | +$223K | 0.5% | 57 |
|
|
2024
Q3 | $1.09M | Buy |
16,425
+889
| +6% | +$58.8K | 0.4% | 63 |
|
|
2024
Q2 | $933K | Buy |
15,536
+681
| +5% | +$40.9K | 0.37% | 70 |
|
|
2024
Q1 | $896K | Buy |
+14,855
| New | +$896K | 0.38% | 69 |
|