Northwestern Mutual 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
Q2 | $30M | Buy |
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|
2025
Q1 | $22.8M | Buy |
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|
2024
Q4 | $11.9M | Buy |
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|
2024
Q3 | $6.13M | Buy |
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|
2024
Q2 | $2.38M | Buy |
|
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|
2024
Q1 | $825K | Buy |
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|
2023
Q4 | $616K | Buy |
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|
2023
Q3 | $417K | Buy |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $265K | Buy |
|
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|
2022
Q4 | $62K | Sell |
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|
2022
Q3 | $77K | Buy |
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|
2022
Q2 | $45K | Buy |
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|
2022
Q1 | $26K | Sell |
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|
2021
Q4 | $68K | Buy |
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|
2021
Q3 | $48K | Hold |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $47K | Buy |
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