Carson Wealth (CWM LLC)’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.1M | Sell |
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|
2025
Q2 | $24.1M | Buy |
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|
2025
Q1 | $21.8M | Buy |
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|
2024
Q4 | $8.89M | Buy |
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|
2024
Q3 | $5.5M | Buy |
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|
2024
Q2 | $2.3M | Buy |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $853K | Buy |
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|
2023
Q3 | $371K | Buy |
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|
2023
Q2 | $184K | Sell |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $16.2M | Buy |
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|
2021
Q2 | $25.8M | Hold |
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|
2021
Q1 | $25.8M | Hold |
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|
2020
Q4 | $25.8M | Hold |
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|
2020
Q3 | $25.8M | Hold |
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|
2020
Q2 | $25.8M | Hold |
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|
2020
Q1 | $25.8M | Hold |
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|
2019
Q4 | $25.8M | Hold |
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|
2019
Q3 | $25.8M | Hold |
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|
2019
Q2 | $25.8M | Hold |
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|
2019
Q1 | $25.8M | Buy |
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