Cornerstone Wealth Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$380K Sell
2025
Q1
$432K Buy
2024
Q4
$454K Sell
2024
Q3
$463K Sell
2024
Q2
$452K Buy
2024
Q1
$475K Sell
2023
Q4
$464K Buy
2023
Q3
$422K Buy
2023
Q2
$424K Buy
2023
Q1
$402K Buy
2022
Q3
$447K Buy
2022
Q2
$438K Buy
2022
Q1
$531K Buy
2021
Q4
$478K Buy
2018
Q3
Sell
2018
Q2
$620K Buy