Capstone Wealth Management Group (Pennsylvania)’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	–	Sell	-46,666	Closed	-$2.93M	–	76
2025 Q1	$2.93M	Buy	46,666 +27,061	+138%	+$1.7M	1.67%	19
2024 Q4	$1.3M	Buy	+19,605	New	+$1.3M	0.69%	36