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Congress Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Congress Wealth Management’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 		$2.62M Buy
38,524
+1,455
+4% +$99K 0.03% 514
2025
Q1 		$2.33M Buy
+37,069
New +$2.33M 0.03% 462