Creative Planning’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 | $336K | Sell |
2,613
-533
| -17% | -$68.6K | ﹤0.01% | 2794 |
|
|
2025
Q1 | $358K | Buy |
3,146
+1,341
| +74% | +$153K | ﹤0.01% | 2585 |
|
|
2024
Q4 | $223K | Buy |
1,805
+128
| +8% | +$15.8K | ﹤0.01% | 2883 |
|
|
2024
Q3 | $202K | Sell |
1,677
-6,400
| -79% | -$770K | ﹤0.01% | 2829 |
|
|
2024
Q2 | $921K | Buy |
8,077
+559
| +7% | +$63.7K | ﹤0.01% | 1459 |
|
|
2024
Q1 | $864K | Buy |
+7,518
| New | +$864K | ﹤0.01% | 1424 |
|
|
2022
Q1 | – | Sell |
-3,344
| Closed | -$304K | – | 2375 |
|
|
2021
Q4 | $304K | Buy |
+3,344
| New | +$304K | ﹤0.01% | 1611 |
|