Anderson Financial Strategies’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	$5.82M	Sell	85,608 -1,805	-2%	-$123K	3.72%	12
2025 Q1	$5.49M	Buy	87,413 +11,466	+15%	+$719K	3.35%	12
2024 Q4	$5.02M	Buy	+75,947	New	+$5.02M	3.03%	13