Merriman 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
2024
Q4
$799K Sell
12,089
-827
-6% -$54.7K 0.03% 97
2024
Q3
$855K Sell
12,916
-1,501
-10% -$99.4K 0.03% 110
2024
Q2
$866K Sell
14,417
-289
-2% -$17.4K 0.04% 104
2024
Q1
$887K Sell
14,706
-612
-4% -$36.9K 0.04% 101
2023
Q4
$868K Buy
+15,318
New +$868K 0.04% 102