EP Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
|
|||||
|
2025
Q1 | $295K | Sell |
|
|||||
|
2024
Q4 | $343K | Buy |
|
|||||
|
2024
Q3 | $310K | Hold |
|
|||||
|
2024
Q2 | $294K | Hold |
|
|||||
|
2024
Q1 | $296K | Hold |
|
|||||
|
2023
Q4 | $231K | Hold |
|
|||||
|
2023
Q3 | $207K | Buy |
|
|||||
|
2023
Q2 | $205K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $197K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $186K | Hold |
|
|||||
|
2022
Q1 | $225K | Hold |
|
|||||
|
2021
Q4 | $237K | Hold |
|
|||||
|
2021
Q3 | $220K | Hold |
|
|||||
|
2021
Q2 | $223K | Hold |
|
|||||
|
2021
Q1 | $219K | Hold |
|
|||||
|
2020
Q4 | $204K | Buy |
|