Sigma Planning Corp’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
Q3 | $1.22M | Buy |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $911K | Buy |
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|
2024
Q3 | $736K | Buy |
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|
2024
Q2 | $295K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $346K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $398K | Buy |
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|
2022
Q1 | $332K | Sell |
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|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $611K | Sell |
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|
2021
Q1 | $626K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $456K | Buy |
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|
2019
Q4 | $486K | Buy |
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|
2019
Q3 | $458K | Buy |
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|
2019
Q2 | $458K | Sell |
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|
2019
Q1 | $449K | Buy |
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