Accel Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
21,579
+687
| +3% | +$88.4K | 0.93% | 24 |
|
|
2025
Q1 | $2.38M | Buy |
20,892
+5,790
| +38% | +$659K | 0.86% | 27 |
|
|
2024
Q4 | $1.87M | Buy |
15,102
+1,702
| +13% | +$210K | 0.71% | 36 |
|
|
2024
Q3 | $1.61M | Buy |
13,400
+401
| +3% | +$48.3K | 0.6% | 49 |
|
|
2024
Q2 | $1.48M | Buy |
12,999
+353
| +3% | +$40.2K | 0.59% | 45 |
|
|
2024
Q1 | $1.45M | Buy |
12,646
+1,482
| +13% | +$170K | 0.62% | 44 |
|
|
2023
Q4 | $1M | Buy |
11,164
+717
| +7% | +$64.4K | 0.5% | 53 |
|
|
2023
Q3 | $841K | Sell |
10,447
-24
| -0.2% | -$1.93K | 0.47% | 63 |
|
|
2023
Q2 | $833K | Buy |
10,471
+872
| +9% | +$69.3K | 0.46% | 64 |
|
|
2023
Q1 | $725K | Buy |
9,599
+308
| +3% | +$23.3K | 0.3% | 82 |
|
|
2022
Q4 | $700K | Sell |
9,291
-2
| -0% | -$151 | 0.33% | 64 |
|
|
2022
Q3 | $692K | Sell |
9,293
-323
| -3% | -$24.1K | 0.37% | 64 |
|
|
2022
Q2 | $695K | Sell |
9,616
-593
| -6% | -$42.9K | 0.4% | 60 |
|
|
2022
Q1 | $890K | Buy |
10,209
+883
| +9% | +$77K | 0.46% | 55 |
|
|
2021
Q4 | $848K | Buy |
9,326
+3,263
| +54% | +$297K | 0.42% | 58 |
|
|
2021
Q3 | $510K | Buy |
6,063
+910
| +18% | +$76.5K | 0.33% | 68 |
|
|
2021
Q2 | $441K | Buy |
5,153
+619
| +14% | +$53K | 0.29% | 77 |
|
|
2021
Q1 | $380K | Buy |
4,534
+1,929
| +74% | +$162K | 0.31% | 69 |
|
|
2020
Q4 | $204K | Buy |
+2,605
| New | +$204K | 0.19% | 118 |
|