Provident 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
$6.83M Sell
100,344
-69
-0.1% -$4.69K 2.23% 8
2025
Q1
$6.3M Buy
100,413
+4,725
+5% +$296K 2.17% 9
2024
Q4
$6.33M Buy
95,688
+7,066
+8% +$467K 2.11% 11
2024
Q3
$5.87M Buy
88,622
+7,589
+9% +$502K 2% 10
2024
Q2
$4.87M Buy
81,033
+7,586
+10% +$456K 1.78% 13
2024
Q1
$4.43M Buy
+73,447
New +$4.43M 1.66% 16