UWM
USAdvisors Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Buy |
89,516
+6,851
| +8% | +$466K | 2.26% | 10 |
|
|
2025
Q1 | $5.19M | Buy |
82,665
+12,179
| +17% | +$764K | 1.81% | 12 |
|
|
2024
Q4 | $4.66M | Buy |
70,486
+50,535
| +253% | +$3.34M | 1.51% | 23 |
|
|
2024
Q3 | $1.31M | Buy |
19,951
+1,015
| +5% | +$66.8K | 0.46% | 53 |
|
|
2024
Q2 | $1.14M | Buy |
18,936
+1,261
| +7% | +$75.7K | 0.4% | 56 |
|
|
2024
Q1 | $1.06M | Buy |
+17,675
| New | +$1.06M | 0.4% | 59 |
|