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Sequoia Financial Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Sequoia Financial Advisors’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
Q2 		$6.04M Sell
88,846
-8,581
-9% -$584K 0.04% 251
2025
Q1 		$6.11M Buy
97,427
+4,718
+5% +$296K 0.05% 241
2024
Q4 		$6.13M Buy
+92,709
New +$6.13M 0.06% 234