Lodestone 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 | $1.64M | Buy |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $986K | Buy |
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|
2022
Q4 | $979K | Buy |
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