Western 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 | $891K | Sell |
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|
2025
Q1 | $839K | Buy |
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|
2024
Q4 | $875K | Buy |
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|
2024
Q3 | $814K | Sell |
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|
2024
Q2 | $753K | Buy |
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|
2024
Q1 | $755K | Buy |
|
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|
2023
Q4 | $700K | Sell |
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|
2023
Q3 | $612K | Sell |
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|
2023
Q2 | $618K | Buy |
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|
2023
Q1 | $568K | Buy |
|
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|
2022
Q4 | $386K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q2 | $222K | Sell |
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|
2021
Q1 | $222K | Sell |
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|
2020
Q4 | $221K | Sell |
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|
2020
Q3 | $213K | Sell |
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|
2020
Q2 | $210K | Buy |
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