Belpointe Asset Management’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 | $1.93M | Sell |
14,991
-18,647
| -55% | -$2.4M | 0.08% | 211 |
|
|
2025
Q1 | $3.83M | Buy |
33,638
+25,547
| +316% | +$2.91M | 0.2% | 97 |
|
|
2024
Q4 | $958K | Sell |
8,091
-2,269
| -22% | -$269K | 0.06% | 326 |
|
|
2024
Q3 | $1.25M | Buy |
10,360
+4,553
| +78% | +$548K | 0.07% | 263 |
|
|
2024
Q2 | $662K | Buy |
5,807
+1,152
| +25% | +$131K | 0.05% | 390 |
|
|
2024
Q1 | $535K | Buy |
+4,655
| New | +$535K | 0.04% | 421 |
|
|
2023
Q2 | – | Sell |
-10,610
| Closed | -$801K | – | 3418 |
|
|
2023
Q1 | $801K | Sell |
10,610
-6,169
| -37% | -$466K | 0.04% | 396 |
|
|
2022
Q4 | $1.26M | Buy |
16,779
+7,346
| +78% | +$553K | 0.08% | 265 |
|
|
2022
Q3 | $658K | Buy |
+9,433
| New | +$658K | 0.04% | 413 |
|
|
2022
Q1 | – | Sell |
-3,936
| Closed | -$357K | – | 1319 |
|
|
2021
Q4 | $357K | Buy |
+3,936
| New | +$357K | 0.02% | 636 |
|