Financial Advocates Investment Management’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 | $311K | Sell |
4,576
-6,660
| -59% | -$453K | 0.03% | 486 |
|
|
2025
Q1 | $705K | Buy |
11,236
+5,218
| +87% | +$327K | 0.05% | 352 |
|
|
2024
Q4 | $398K | Buy |
6,018
+1,878
| +45% | +$124K | 0.02% | 526 |
|
|
2024
Q3 | $274K | Buy |
+4,140
| New | +$274K | 0.02% | 625 |
|
|
2023
Q3 | – | Sell |
-5,544
| Closed | -$269K | – | 736 |
|
|
2023
Q2 | $269K | Sell |
5,544
-12,634
| -70% | -$613K | 0.02% | 551 |
|
|
2023
Q1 | $842K | Buy |
18,178
+6,275
| +53% | +$291K | 0.06% | 310 |
|
|
2022
Q4 | $561K | Sell |
11,903
-10,048
| -46% | -$474K | 0.04% | 418 |
|
|
2022
Q3 | $952K | Buy |
+21,951
| New | +$952K | 0.08% | 255 |
|