AE 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 | $133K | Buy |
1,962
+31
| +2% | +$2.11K | ﹤0.01% | 1405 |
|
|
2025
Q1 | $121K | Buy |
1,931
+86
| +5% | +$5.4K | ﹤0.01% | 1396 |
|
|
2024
Q4 | $122K | Buy |
+1,845
| New | +$122K | ﹤0.01% | 1387 |
|
|
2023
Q2 | – | Sell |
-36,868
| Closed | -$1.71M | – | 2060 |
|
|
2023
Q1 | $1.71M | Sell |
36,868
-6,169
| -14% | -$286K | 0.01% | 854 |
|
|
2022
Q4 | $2.03M | Buy |
+43,037
| New | +$2.03M | 0.01% | 742 |
|