Lowery Thomas LLC’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 | $1.02M | Sell |
15,001
-1,179
| -7% | -$80.2K | 0.65% | 32 |
|
|
2025
Q1 | $1.02M | Sell |
16,180
-69
| -0.4% | -$4.33K | 0.69% | 30 |
|
|
2024
Q4 | $1.07M | Sell |
16,249
-547
| -3% | -$36.2K | 0.7% | 29 |
|
|
2024
Q3 | $1.11M | Buy |
16,796
+1,099
| +7% | +$72.7K | 0.75% | 31 |
|
|
2024
Q2 | $943K | Buy |
15,697
+1,142
| +8% | +$68.6K | 0.69% | 29 |
|
|
2024
Q1 | $878K | Buy |
14,555
+1,358
| +10% | +$81.9K | 0.67% | 29 |
|
|
2023
Q4 | $748K | Buy |
13,197
+30
| +0.2% | +$1.7K | 0.64% | 31 |
|
|
2023
Q3 | $639K | Sell |
13,167
-409
| -3% | -$19.8K | 0.61% | 33 |
|
|
2023
Q2 | $658K | Sell |
13,576
-400
| -3% | -$19.4K | 0.65% | 32 |
|
|
2023
Q1 | $647K | Buy |
+13,976
| New | +$647K | 0.71% | 28 |
|