Marmo Financial Group’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 | $19.2M | Buy |
281,674
+4,285
| +2% | +$291K | 9.54% | 4 |
|
|
2025
Q1 | $17.4M | Buy |
277,389
+15,078
| +6% | +$946K | 9.52% | 4 |
|
|
2024
Q4 | $17.3M | Sell |
262,311
-6,302
| -2% | -$417K | 9.36% | 5 |
|
|
2024
Q3 | $17.8M | Buy |
268,613
+156,422
| +139% | +$10.4M | 9.49% | 5 |
|
|
2024
Q2 | $6.74M | Sell |
112,191
-2,886
| -3% | -$173K | 4.07% | 7 |
|
|
2024
Q1 | $6.94M | Buy |
115,077
+499
| +0.4% | +$30.1K | 4.22% | 7 |
|
|
2023
Q4 | $6.5M | Sell |
114,578
-4,099
| -3% | -$232K | 4.93% | 8 |
|
|
2023
Q3 | $5.76M | Sell |
118,677
-571
| -0.5% | -$27.7K | 5.46% | 7 |
|
|
2023
Q2 | $5.78M | Buy |
119,248
+13,936
| +13% | +$676K | 5.23% | 7 |
|
|
2023
Q1 | $4.88M | Buy |
+105,312
| New | +$4.88M | 4.64% | 8 |
|