B. Riley 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
$5.36M Buy
+41,644
New +$5.36M 0.25% 81
2024
Q4
$11.9M Buy
96,015
+42,231
+79% +$5.22M 0.39% 46
2024
Q3
$6.44M Buy
53,784
+48,459
+910% +$5.8M 0.18% 131
2024
Q2
$607K Buy
+5,325
New +$607K 0.02% 726