Institute for 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 | $1.55M | Sell |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.34M | Hold |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $1.29M | Hold |
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|
2023
Q4 | $1.21M | Hold |
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|
2023
Q3 | $1.04M | Hold |
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|
2023
Q2 | $1.04M | Hold |
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|
2023
Q1 | $991K | Hold |
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|
2022
Q4 | $1.01M | Hold |
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|
2022
Q3 | $928K | Buy |
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|
2022
Q2 | $921K | Sell |
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|
2022
Q1 | $1.09M | Hold |
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|
2021
Q4 | $1.19M | Hold |
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|
2021
Q3 | $1.12M | Hold |
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|
2021
Q2 | $1.15M | Hold |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $970K | Hold |
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|
2020
Q2 | $876K | Sell |
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|
2020
Q1 | $711K | Sell |
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|
2019
Q4 | $986K | Hold |
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|
2019
Q3 | $932K | Hold |
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|
2019
Q2 | $938K | Hold |
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|
2019
Q1 | $911K | Hold |
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|
2018
Q4 | $772K | Buy |
|