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

Gratus Wealth Advisors’s Portfolio XSMO Stock Details XSMO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$32.5M Buy
477,335
+1,953
+0.4% +$133K 4.92% 5
2025
Q1 		$29.8M Buy
+475,382
New +$29.8M 4.9% 10