Vantage Financial Partners (Wisconsin)’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Buy	21,294 +1,665	+8%	+$113K	0.33%	49
2025 Q1	$1.23M	Buy	19,629 +3,452	+21%	+$217K	0.31%	45
2024 Q4	$1.07M	Buy	16,177 +3,456	+27%	+$228K	0.27%	58
2024 Q3	$842K	Buy	12,721 +6,237	+96%	+$413K	0.21%	68
2024 Q2	$389K	Buy	+6,484	New	+$389K	0.1%	96