CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

CAPTRUST Financial Advisors’s Portfolio XMMO Stock Details XMMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$226K Buy
2022
Q3 		– Sell
2022
Q2 		$27K Buy
2022
Q1 		$22K Sell
2021
Q4 		$72K Buy
2021
Q3 		$22K Hold
2021
Q2 		$22K Hold
2021
Q1 		$22K Hold
2020
Q4 		$20K Hold
2020
Q3 		$17K Sell
2020
Q2 		$51K Buy