Carson Wealth (CWM LLC)’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $37.3M | Buy |
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|
2025
Q2 | $35.2M | Sell |
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|
2025
Q1 | $32.4M | Buy |
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|
2024
Q4 | $30.5M | Buy |
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|
2024
Q3 | $12.4M | Buy |
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|
2024
Q2 | $5.42M | Buy |
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|
2024
Q1 | $4.61M | Buy |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $759K | Buy |
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|
2023
Q1 | $390K | Sell |
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|
2022
Q4 | $432K | Sell |
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|
2022
Q3 | $418K | Sell |
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|
2022
Q2 | $463K | Sell |
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|
2022
Q1 | $588K | Sell |
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|
2021
Q4 | $18.9M | Buy |
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|
2021
Q2 | $31.1M | Hold |
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|
2021
Q1 | $31.1M | Hold |
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|
2020
Q4 | $31.1M | Hold |
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|
2020
Q3 | $31.1M | Hold |
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|
2020
Q2 | $31.1M | Hold |
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|
2020
Q1 | $31.1M | Hold |
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|
2019
Q4 | $31.1M | Hold |
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|
2019
Q3 | $31.1M | Hold |
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|
2019
Q2 | $31.1M | Hold |
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|
2019
Q1 | $31.1M | Buy |
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