Tolleson Wealth Management’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 | $2M | Hold |
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|
2025
Q1 | $1.85M | Hold |
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|
2024
Q4 | $1.95M | Hold |
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|
2024
Q3 | $1.95M | Hold |
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|
2024
Q2 | $1.77M | Hold |
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|
2024
Q1 | $1.78M | Hold |
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|
2023
Q4 | $1.67M | Hold |
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|
2023
Q3 | $1.43M | Hold |
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|
2023
Q2 | $1.43M | Hold |
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|
2023
Q1 | $1.36M | Hold |
|
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|
2022
Q4 | $1.39M | Hold |
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|
2022
Q3 | $1.28M | Hold |
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|
2022
Q2 | $1.29M | Hold |
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|
2022
Q1 | $1.53M | Hold |
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|
2021
Q4 | $1.66M | Hold |
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|
2021
Q3 | $1.57M | Sell |
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|
2021
Q2 | $1.79M | Hold |
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|
2021
Q1 | $1.71M | Hold |
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|
2020
Q4 | $1.55M | Hold |
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|
2020
Q3 | $1.31M | Hold |
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|
2020
Q2 | $1.18M | Hold |
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|
2020
Q1 | $959K | Hold |
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|
2019
Q4 | $1.29M | Hold |
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|
2019
Q3 | $1.22M | Hold |
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|
2019
Q2 | $1.23M | Hold |
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|
2019
Q1 | $1.19M | Hold |
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|
2018
Q4 | $1.01M | Buy |
|