JBR Co Financial 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	$2.04M	Buy	30,053 +4,256	+16%	+$289K	1.01%	25
2025 Q1	$1.62M	Buy	25,797 +7,141	+38%	+$448K	0.95%	32
2024 Q4	$1.23M	Buy	18,656 +9,716	+109%	+$642K	0.75%	37
2024 Q3	$592K	Buy	+8,940	New	+$592K	0.39%	58