Avantax 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 | $9.31M | Buy |
72,404
+2,393
| +3% | +$308K | 0.05% | 285 |
|
|
2025
Q1 | $7.96M | Buy |
70,011
+2,684
| +4% | +$305K | 0.05% | 299 |
|
|
2024
Q4 | $8.32M | Buy |
67,327
+5,285
| +9% | +$653K | 0.05% | 269 |
|
|
2024
Q3 | $7.47M | Buy |
62,042
+7,433
| +14% | +$894K | 0.05% | 295 |
|
|
2024
Q2 | $6.22M | Buy |
54,609
+4,632
| +9% | +$528K | 0.04% | 314 |
|
|
2024
Q1 | $5.74M | Buy |
49,977
+13,607
| +37% | +$1.56M | 0.05% | 282 |
|
|
2023
Q4 | $3.27M | Buy |
36,370
+8,486
| +30% | +$762K | 0.03% | 378 |
|
|
2023
Q3 | $2.24M | Buy |
27,884
+2,540
| +10% | +$204K | 0.03% | 430 |
|
|
2023
Q2 | $2.02M | Sell |
25,344
-1,042
| -4% | -$82.9K | 0.02% | 447 |
|
|
2023
Q1 | $1.99M | Buy |
26,386
+7,327
| +38% | +$553K | 0.02% | 447 |
|
|
2022
Q4 | $1.44M | Buy |
19,059
+14,443
| +313% | +$1.09M | 0.02% | 515 |
|
|
2022
Q3 | $322K | Buy |
4,616
+1,379
| +43% | +$96.2K | ﹤0.01% | 967 |
|
|
2022
Q2 | $230K | Sell |
3,237
-449
| -12% | -$31.9K | ﹤0.01% | 1145 |
|
|
2022
Q1 | $317K | Buy |
3,686
+331
| +10% | +$28.5K | ﹤0.01% | 970 |
|
|
2021
Q4 | $305K | Buy |
3,355
+2
| +0.1% | +$182 | ﹤0.01% | 969 |
|
|
2021
Q3 | $282K | Buy |
3,353
+301
| +10% | +$25.3K | ﹤0.01% | 955 |
|
|
2021
Q2 | $262K | Buy |
3,052
+124
| +4% | +$10.6K | ﹤0.01% | 963 |
|
|
2021
Q1 | $245K | Sell |
2,928
-364
| -11% | -$30.5K | 0.01% | 891 |
|
|
2020
Q4 | $257K | Sell |
3,292
-2,440
| -43% | -$190K | 0.01% | 791 |
|
|
2020
Q3 | $381K | Buy |
+5,732
| New | +$381K | 0.01% | 913 |
|