Clearstead 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 | $180K | Hold |
1,400
| – | – | ﹤0.01% | 911 |
|
|
2025
Q1 | $159K | Hold |
1,400
| – | – | ﹤0.01% | 879 |
|
|
2024
Q4 | $173K | Hold |
1,400
| – | – | ﹤0.01% | 895 |
|
|
2024
Q3 | $168K | Sell |
1,400
-45
| -3% | -$5.42K | ﹤0.01% | 906 |
|
|
2024
Q2 | $165K | Buy |
1,445
+45
| +3% | +$5.13K | ﹤0.01% | 873 |
|
|
2024
Q1 | $161K | Hold |
1,400
| – | – | 0.01% | 503 |
|
|
2023
Q4 | $126K | Sell |
1,400
-1,400
| -50% | -$126K | 0.01% | 542 |
|
|
2023
Q3 | $225K | Buy |
2,800
+1,400
| +100% | +$113K | 0.01% | 549 |
|
|
2023
Q2 | $111K | Buy |
+1,400
| New | +$111K | 0.01% | 550 |
|