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EP Wealth Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

EP Wealth Advisors’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 		$236K Hold
3,468
– – ﹤0.01% 1161
2025
Q1 		$218K Hold
3,468
– – ﹤0.01% 1093
2024
Q4 		$229K Buy
+3,468
New +$229K ﹤0.01% 1005