Kingswood Wealth Advisors’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	$1.62M	Sell	23,872 -4,586	-16%	-$312K	0.13%	173
2025 Q1	$1.79M	Buy	28,458 +10,925	+62%	+$686K	0.16%	150
2024 Q4	$1.16M	Buy	+17,533	New	+$1.16M	0.09%	240