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Perigon Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Perigon Wealth Management’s Portfolio XSMO Stock Details XSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,532
Closed -$241K – 1094
2024
Q4 		$241K Buy
3,532
+55
+2% +$3.76K 0.01% 892
2024
Q3 		$230K Buy
+3,477
New +$230K 0.01% 880