AFA
American Financial Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
3,448
-400
| -10% | -$51.5K | 0.06% | 100 |
|
|
2025
Q1 | $438K | Hold |
3,848
| – | – | 0.06% | 87 |
|
|
2024
Q4 | $475K | Hold |
3,848
| – | – | 0.07% | 82 |
|
|
2024
Q3 | $463K | Hold |
3,848
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $439K | Sell |
3,848
-2,500
| -39% | -$285K | 0.06% | 89 |
|
|
2024
Q1 | $729K | Hold |
6,348
| – | – | 0.1% | 70 |
|
|
2023
Q4 | $570K | Sell |
6,348
-262
| -4% | -$23.5K | 0.08% | 74 |
|
|
2023
Q3 | $532K | Buy |
6,610
+1
| +0% | +$81 | 0.08% | 75 |
|
|
2023
Q2 | $526K | Hold |
6,609
| – | – | 0.08% | 81 |
|
|
2023
Q1 | $499K | Buy |
6,609
+1
| +0% | +$75 | 0.08% | 85 |
|
|
2022
Q4 | $498K | Buy |
6,608
+1
| +0% | +$75 | 0.08% | 81 |
|
|
2022
Q3 | $461K | Buy |
+6,607
| New | +$461K | 0.08% | 82 |
|
|
2022
Q2 | – | Sell |
-6,604
| Closed | -$570K | – | 132 |
|
|
2022
Q1 | $570K | Buy |
6,604
+1
| +0% | +$86 | 0.08% | 78 |
|
|
2021
Q4 | $601K | Hold |
6,603
| – | – | 0.08% | 80 |
|
|
2021
Q3 | $556K | Hold |
6,603
| – | – | 0.07% | 82 |
|
|
2021
Q2 | $565K | Hold |
6,603
| – | – | 0.08% | 84 |
|
|
2021
Q1 | $553K | Hold |
6,603
| – | – | 0.08% | 80 |
|
|
2020
Q4 | $517K | Buy |
6,603
+3,024
| +84% | +$237K | 0.07% | 77 |
|
|
2020
Q3 | $237K | Hold |
3,579
| – | – | 0.04% | 92 |
|
|
2020
Q2 | $223K | Sell |
3,579
-3,022
| -46% | -$188K | 0.04% | 96 |
|
|
2020
Q1 | $355K | Buy |
6,601
+1
| +0% | +$54 | 0.06% | 70 |
|
|
2019
Q4 | $382K | Buy |
6,600
+1
| +0% | +$58 | 0.07% | 63 |
|
|
2019
Q3 | $385K | Hold |
6,599
| – | – | 0.07% | 63 |
|
|
2019
Q2 | $388K | Hold |
6,599
| – | – | 0.08% | 68 |
|
|
2019
Q1 | $373K | Hold |
6,599
| – | – | 0.08% | 74 |
|
|
2018
Q4 | $297K | Buy |
+6,599
| New | +$297K | 0.07% | 74 |
|