Betterment LLC’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 | $1.22M | Buy |
17,991
+456
| +3% | +$31K | ﹤0.01% | 257 |
|
|
2025
Q1 | $1.1M | Buy |
17,535
+1,569
| +10% | +$98.4K | ﹤0.01% | 247 |
|
|
2024
Q4 | $1.06M | Buy |
15,966
+1,444
| +10% | +$95.5K | ﹤0.01% | 246 |
|
|
2024
Q3 | $961K | Buy |
14,522
+1,789
| +14% | +$118K | ﹤0.01% | 242 |
|
|
2024
Q2 | $765K | Buy |
12,733
+7,955
| +166% | +$478K | ﹤0.01% | 245 |
|
|
2024
Q1 | $288K | Buy |
+4,778
| New | +$288K | ﹤0.01% | 315 |
|