EP Wealth 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 | $333K | Hold |
2,591
| – | – | ﹤0.01% | 961 |
|
|
2025
Q1 | $295K | Sell |
2,591
-184
| -7% | -$20.9K | ﹤0.01% | 917 |
|
|
2024
Q4 | $343K | Buy |
2,775
+200
| +8% | +$24.7K | ﹤0.01% | 818 |
|
|
2024
Q3 | $310K | Hold |
2,575
| – | – | ﹤0.01% | 844 |
|
|
2024
Q2 | $294K | Hold |
2,575
| – | – | ﹤0.01% | 660 |
|
|
2024
Q1 | $296K | Hold |
2,575
| – | – | ﹤0.01% | 630 |
|
|
2023
Q4 | $231K | Hold |
2,575
| – | – | ﹤0.01% | 681 |
|
|
2023
Q3 | $207K | Buy |
2,575
+2,096
| +438% | +$169K | ﹤0.01% | 662 |
|
|
2023
Q2 | $205K | Buy |
+479
| New | +$205K | ﹤0.01% | 651 |
|
|
2023
Q1 | – | Sell |
-2,610
| Closed | -$197K | – | 720 |
|
|
2022
Q4 | $197K | Buy |
+2,610
| New | +$197K | ﹤0.01% | 556 |
|
|
2022
Q3 | – | Sell |
-2,610
| Closed | -$186K | – | 661 |
|
|
2022
Q2 | $186K | Hold |
2,610
| – | – | ﹤0.01% | 585 |
|
|
2022
Q1 | $225K | Hold |
2,610
| – | – | ﹤0.01% | 550 |
|
|
2021
Q4 | $237K | Hold |
2,610
| – | – | 0.01% | 506 |
|
|
2021
Q3 | $220K | Hold |
2,610
| – | – | 0.01% | 497 |
|
|
2021
Q2 | $223K | Hold |
2,610
| – | – | 0.01% | 497 |
|
|
2021
Q1 | $219K | Hold |
2,610
| – | – | 0.01% | 460 |
|
|
2020
Q4 | $204K | Buy |
+2,610
| New | +$204K | 0.01% | 412 |
|