ERn Financial 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
Q2 | – | Sell |
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|
2025
Q1 | $690K | Sell |
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|
2024
Q4 | $742K | Buy |
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|
2024
Q3 | $730K | Buy |
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|
2024
Q2 | $632K | Buy |
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|
2024
Q1 | $606K | Buy |
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|
2023
Q4 | $549K | Buy |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $458K | Sell |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $418K | Sell |
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|
2022
Q3 | $385K | Buy |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $326K | Buy |
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