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Cape Investment Advisory’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Cape Investment Advisory’s Portfolio XSMO Stock Details XSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$60.9K Hold
896
– – 0.02% 345
2025
Q1 		$56.2K Buy
896
+294
+49% +$18.4K 0.02% 324
2024
Q4 		$39.8K Buy
602
+131
+28% +$8.66K 0.02% 358
2024
Q3 		$31.2K Buy
+471
New +$31.2K 0.01% 388