Ameritas Advisory Services’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
6,949
-36,888
| -84% | -$2.05M | 0.02% | 567 |
|
|
2025
Q1 | $2.32M | Buy |
43,837
+1,045
| +2% | +$55.2K | 0.09% | 205 |
|
|
2024
Q4 | $2.37M | Buy |
42,792
+2,118
| +5% | +$117K | 0.08% | 217 |
|
|
2024
Q3 | $2.25M | Buy |
40,674
+1,877
| +5% | +$104K | 0.1% | 201 |
|
|
2024
Q2 | $2M | Buy |
38,797
+1,081
| +3% | +$55.8K | 0.08% | 251 |
|
|
2024
Q1 | $2.04M | Buy |
+37,716
| New | +$2.04M | 0.08% | 227 |
|
|
2023
Q2 | – | Sell |
-158
| Closed | -$6.79K | – | 2557 |
|
|
2023
Q1 | $6.79K | Buy |
+158
| New | +$6.79K | ﹤0.01% | 2047 |
|