Ameritas Advisory Services’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 | $5.22M | Sell |
40,580
-879
| -2% | -$113K | 0.27% | 74 |
|
|
2025
Q1 | $4.73M | Buy |
41,459
+1,297
| +3% | +$148K | 0.19% | 119 |
|
|
2024
Q4 | $4.96M | Sell |
40,162
-3,781
| -9% | -$467K | 0.17% | 124 |
|
|
2024
Q3 | $5.29M | Buy |
43,943
+9,304
| +27% | +$1.12M | 0.23% | 103 |
|
|
2024
Q2 | $3.95M | Sell |
34,639
-294
| -0.8% | -$33.5K | 0.15% | 141 |
|
|
2024
Q1 | $4.01M | Buy |
34,933
+6,445
| +23% | +$739K | 0.17% | 123 |
|
|
2023
Q4 | $2.57M | Buy |
28,488
+25,857
| +983% | +$2.33M | 0.14% | 142 |
|
|
2023
Q3 | $210K | Buy |
+2,631
| New | +$210K | 0.01% | 740 |
|
|
2023
Q2 | – | Sell |
-3,123
| Closed | -$236K | – | 2556 |
|
|
2023
Q1 | $236K | Sell |
3,123
-6,907
| -69% | -$522K | 0.01% | 718 |
|
|
2022
Q4 | $755K | Sell |
10,030
-6,478
| -39% | -$488K | 0.04% | 421 |
|
|
2022
Q3 | $1.15M | Buy |
16,508
+613
| +4% | +$42.8K | 0.07% | 255 |
|
|
2022
Q2 | $1.13M | Sell |
15,895
-5,038
| -24% | -$358K | 0.07% | 269 |
|
|
2022
Q1 | $1.81M | Sell |
20,933
-1,154
| -5% | -$99.6K | 0.07% | 229 |
|
|
2021
Q4 | $2.01M | Buy |
+22,087
| New | +$2.01M | 0.07% | 215 |
|