9WM
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9258 Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

9258 Wealth Management’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$263K Buy
4,745
+562
+13% +$31.2K 0.04% 291
2024
Q2 		$216K Hold
4,183
– – 0.03% 321
2024
Q1 		$227K Buy
+4,183
New +$227K 0.04% 307