CWM
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Congress Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.7M Buy
106,552
+978
+0.9% +$126K 0.13% 183
2025
Q1
$12M Buy
+105,574
New +$12M 0.14% 178