Atria Wealth Solutions’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 | $6.65M | Sell |
51,555
-8,421
| -14% | -$1.09M | 0.15% | 153 |
|
|
2025
Q1 | $6.82M | Sell |
59,976
-32,811
| -35% | -$3.73M | 0.08% | 256 |
|
|
2024
Q4 | $11.5M | Buy |
92,787
+74,010
| +394% | +$9.14M | 0.13% | 169 |
|
|
2024
Q3 | $2.26M | Buy |
18,777
+3,679
| +24% | +$443K | 0.02% | 587 |
|
|
2024
Q2 | $1.72M | Sell |
15,098
-15,130
| -50% | -$1.72M | 0.02% | 679 |
|
|
2024
Q1 | $3.47M | Buy |
30,228
+17,178
| +132% | +$1.97M | 0.04% | 449 |
|
|
2023
Q4 | $1.17M | Buy |
13,050
+1,489
| +13% | +$134K | 0.01% | 796 |
|
|
2023
Q3 | $931K | Sell |
11,561
-584
| -5% | -$47K | 0.01% | 844 |
|
|
2023
Q2 | $966K | Buy |
12,145
+2,465
| +25% | +$196K | 0.01% | 843 |
|
|
2023
Q1 | $731K | Sell |
9,680
-1,603
| -14% | -$121K | 0.01% | 946 |
|
|
2022
Q4 | $850K | Buy |
11,283
+2,255
| +25% | +$170K | 0.01% | 827 |
|
|
2022
Q3 | $630K | Buy |
9,028
+748
| +9% | +$52.2K | 0.01% | 904 |
|
|
2022
Q2 | $589K | Sell |
8,280
-166
| -2% | -$11.8K | 0.01% | 874 |
|
|
2022
Q1 | $729K | Buy |
+8,446
| New | +$729K | 0.01% | 871 |
|