Sculati 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 | $1.34M | Sell |
19,640
-28,802
| -59% | -$1.96M | 0.5% | 61 |
|
|
2025
Q1 | $3.04M | Buy |
48,442
+771
| +2% | +$48.4K | 1.23% | 22 |
|
|
2024
Q4 | $3.15M | Buy |
47,671
+271
| +0.6% | +$17.9K | 1.25% | 22 |
|
|
2024
Q3 | $3.14M | Buy |
47,400
+6,305
| +15% | +$417K | 1.25% | 21 |
|
|
2024
Q2 | $2.47M | Buy |
41,095
+10,821
| +36% | +$650K | 1.05% | 29 |
|
|
2024
Q1 | $1.83M | Sell |
30,274
-322
| -1% | -$19.4K | 0.79% | 41 |
|
|
2023
Q4 | $1.73M | Buy |
30,596
+1,066
| +4% | +$60.4K | 0.81% | 41 |
|
|
2023
Q3 | $1.43M | Buy |
29,530
+1,855
| +7% | +$90K | 0.73% | 48 |
|
|
2023
Q2 | $1.34M | Buy |
27,675
+3,030
| +12% | +$147K | 0.68% | 50 |
|
|
2023
Q1 | $1.14M | Buy |
24,645
+2,058
| +9% | +$95.3K | 0.61% | 54 |
|
|
2022
Q4 | $1.07M | Buy |
22,587
+491
| +2% | +$23.2K | 0.6% | 58 |
|
|
2022
Q3 | $958K | Buy |
22,096
+175
| +0.8% | +$7.59K | 0.57% | 57 |
|
|
2022
Q2 | $962K | Buy |
21,921
+764
| +4% | +$33.5K | 0.55% | 58 |
|
|
2022
Q1 | $1.1M | Buy |
21,157
+805
| +4% | +$41.8K | 0.54% | 62 |
|
|
2021
Q4 | $1.15M | Buy |
20,352
+1,182
| +6% | +$66.7K | 0.56% | 57 |
|
|
2021
Q3 | $1.02M | Buy |
19,170
+690
| +4% | +$36.8K | 0.54% | 60 |
|
|
2021
Q2 | $1.01M | Buy |
18,480
+839
| +5% | +$45.9K | 0.54% | 58 |
|
|
2021
Q1 | $918K | Sell |
17,641
-65
| -0.4% | -$3.38K | 0.53% | 55 |
|
|
2020
Q4 | $841K | Buy |
17,706
+1,704
| +11% | +$80.9K | 0.55% | 50 |
|
|
2020
Q3 | $640K | Buy |
16,002
+5,935
| +59% | +$237K | 0.48% | 51 |
|
|
2020
Q2 | $364K | Buy |
+10,067
| New | +$364K | 0.31% | 70 |
|