Arkadios Wealth Advisors’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 | $1.19M | Buy |
9,221
+61
| +0.7% | +$7.85K | 0.04% | 500 |
|
|
2025
Q1 | $1.04M | Buy |
9,160
+560
| +7% | +$63.7K | 0.04% | 445 |
|
|
2024
Q4 | $1.06M | Buy |
8,600
+365
| +4% | +$45.1K | 0.06% | 317 |
|
|
2024
Q3 | $991K | Buy |
8,235
+4,559
| +124% | +$549K | 0.06% | 327 |
|
|
2024
Q2 | $419K | Buy |
+3,676
| New | +$419K | 0.03% | 520 |
|
|
2021
Q4 | – | Sell |
-309
| Closed | -$25K | – | 1799 |
|
|
2021
Q3 | $25K | Sell |
309
-6,748
| -96% | -$546K | ﹤0.01% | 1135 |
|
|
2021
Q2 | $604K | Buy |
7,057
+2
| +0% | +$171 | 0.07% | 288 |
|
|
2021
Q1 | $591K | Buy |
7,055
+4
| +0.1% | +$335 | 0.1% | 224 |
|
|
2020
Q4 | $551K | Buy |
7,051
+6,892
| +4,335% | +$539K | 0.12% | 184 |
|
|
2020
Q3 | $11.3K | Sell |
159
-156
| -50% | -$11.1K | 0.01% | 726 |
|
|
2020
Q2 | $19K | Hold |
315
| – | – | 0.01% | 547 |
|
|
2020
Q1 | $15.5K | Hold |
315
| – | – | 0.01% | 542 |
|
|
2019
Q4 | $20.4K | Buy |
+315
| New | +$20.4K | 0.01% | 452 |
|