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Legacy Wealth Management (Idaho)’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio XSMO Stock Details XSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$84.6K Sell
1,244
-63
-5% -$4.29K 0.04% 118
2025
Q1 		$82K Sell
1,307
-326
-20% -$20.5K 0.06% 106
2024
Q4 		$113K Buy
1,633
+47
+3% +$3.24K 0.07% 82
2024
Q3 		$114K Buy
+1,586
New +$114K 0.07% 79