Betterment LLC’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 | – | Sell |
-1,789
| Closed | -$204K | – | 508 |
|
|
2025
Q1 | $204K | Sell |
1,789
-984
| -35% | -$112K | ﹤0.01% | 457 |
|
|
2024
Q4 | $343K | Sell |
2,773
-3,580
| -56% | -$443K | ﹤0.01% | 367 |
|
|
2024
Q3 | $764K | Buy |
6,353
+1,529
| +32% | +$184K | ﹤0.01% | 263 |
|
|
2024
Q2 | $550K | Buy |
+4,824
| New | +$550K | ﹤0.01% | 276 |
|