Steward Partners Investment Advisory’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
Q2 | $1.07M | Buy |
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|
2025
Q1 | $149K | Sell |
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|
2024
Q4 | $32.2M | Buy |
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|
2024
Q3 | $31.9M | Buy |
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|
2024
Q2 | $25.6M | Buy |
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|
2024
Q1 | $24.6M | Buy |
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|
2023
Q4 | $6.8K | Hold |
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|
2023
Q3 | $5.82K | Hold |
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|
2023
Q2 | $5.82K | Hold |
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|
2023
Q1 | $5.56K | Hold |
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|
2022
Q4 | $5.66K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $6.25K | Hold |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $4K | Sell |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $10K | Buy |
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