Golden State Wealth 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
$757K Buy
11,131
+1,519
+16% +$103K 0.09% 172
2025
Q1
$603K Buy
9,612
+1,710
+22% +$107K 0.09% 178
2024
Q4
$522K Buy
+7,902
New +$522K 0.08% 193