Ullmann Wealth Partners Group’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 | $229K | Hold |
|
|||||
|
2025
Q2 | $212K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $206K | Hold |
|
|||||
|
2024
Q3 | $206K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $216K | Sell |
|
|||||
|
2021
Q3 | $288K | Sell |
|
|||||
|
2021
Q2 | $315K | Hold |
|
|||||
|
2021
Q1 | $300K | Hold |
|
|||||
|
2020
Q4 | $274K | Hold |
|
|||||
|
2020
Q3 | $231K | Hold |
|
|||||
|
2020
Q2 | $208K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $244K | Hold |
|
|||||
|
2019
Q3 | $231K | Hold |
|
|||||
|
2019
Q2 | $232K | Sell |
|
|||||
|
2019
Q1 | $236K | Hold |
|
|||||
|
2018
Q4 | $200K | Hold |
|
|||||
|
2018
Q3 | $257K | Sell |
|
|||||
|
2018
Q2 | $246K | Buy |
|