Geneos Wealth Management’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 | $4.58M | Sell |
|
|||||
|
2025
Q2 | $4.72M | Sell |
|
|||||
|
2025
Q1 | $8.24M | Buy |
|
|||||
|
2024
Q4 | $3.94M | Buy |
|
|||||
|
2024
Q3 | $3.92M | Buy |
|
|||||
|
2024
Q2 | $10.2K | Sell |
|
|||||
|
2024
Q1 | $24.1K | Buy |
|
|||||
|
2023
Q4 | $9.63K | Hold |
|
|||||
|
2023
Q3 | $8.25K | Hold |
|
|||||
|
2023
Q2 | $8.24K | Hold |
|
|||||
|
2023
Q1 | $7.87K | Hold |
|
|||||
|
2022
Q4 | $8.02K | Hold |
|
|||||
|
2022
Q3 | $7K | Hold |
|
|||||
|
2022
Q2 | $7K | Hold |
|
|||||
|
2022
Q1 | $8K | Hold |
|
|||||
|
2021
Q4 | $9K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $3K | Buy |
|