Meridian Wealth Management’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	$7.54M	Buy	110,849 +5,275	+5%	+$359K	0.32%	67
2025 Q1	$6.62M	Sell	105,574 -663	-0.6%	-$41.6K	0.32%	68
2024 Q4	$7.02M	Sell	106,237 -3,330	-3%	-$220K	0.33%	64
2024 Q3	$7.25M	Buy	109,567 +5,107	+5%	+$338K	0.36%	59
2024 Q2	$6.27M	Buy	+104,460	New	+$6.27M	0.75%	24