IHT 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 | $312K | Sell |
4,585
-1,201
| -21% | -$81.7K | 0.01% | 873 |
|
|
2025
Q1 | $363K | Buy |
+5,786
| New | +$363K | 0.01% | 786 |
|
|
2021
Q2 | – | Sell |
-26,310
| Closed | -$1.37M | – | 987 |
|
|
2021
Q1 | $1.37M | Buy |
26,310
+20,282
| +336% | +$1.06M | 0.1% | 210 |
|
|
2020
Q4 | $246K | Sell |
6,028
-21,045
| -78% | -$859K | 0.02% | 626 |
|
|
2020
Q3 | $1.08M | Buy |
27,073
+1,181
| +5% | +$47.3K | 0.11% | 197 |
|
|
2020
Q2 | $936K | Buy |
25,892
+2,029
| +9% | +$73.3K | 0.13% | 173 |
|
|
2020
Q1 | $699K | Buy |
+23,863
| New | +$699K | 0.1% | 214 |
|