EPG Wealth Management’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 | – | Sell |
-4,363
| Closed | -$496K | – | 413 |
|
|
2025
Q1 | $496K | Buy |
4,363
+9
| +0.2% | +$1.02K | 0.14% | 165 |
|
|
2024
Q4 | $538K | Buy |
4,354
+4
| +0.1% | +$494 | 0.14% | 153 |
|
|
2024
Q3 | $523K | Buy |
+4,350
| New | +$523K | 0.13% | 163 |
|
|
2024
Q2 | – | Sell |
-4,346
| Closed | -$499K | – | 171 |
|
|
2024
Q1 | $499K | Buy |
4,346
+4
| +0.1% | +$459 | 0.12% | 169 |
|
|
2023
Q4 | $433K | Sell |
4,342
-649
| -13% | -$64.7K | 0.11% | 170 |
|
|
2023
Q3 | $402K | Buy |
4,991
+8
| +0.2% | +$644 | 0.12% | 165 |
|
|
2023
Q2 | $396K | Buy |
4,983
+6
| +0.1% | +$477 | 0.12% | 168 |
|
|
2023
Q1 | $376K | Sell |
4,977
-308
| -6% | -$23.3K | 0.12% | 167 |
|
|
2022
Q4 | $398K | Sell |
5,285
-8
| -0.2% | -$602 | 0.15% | 125 |
|
|
2022
Q3 | $369K | Buy |
5,293
+14
| +0.3% | +$976 | 0.15% | 135 |
|
|
2022
Q2 | $376K | Sell |
5,279
-1,466
| -22% | -$104K | 0.16% | 134 |
|
|
2022
Q1 | $582K | Buy |
6,745
+14
| +0.2% | +$1.21K | 0.2% | 98 |
|
|
2021
Q4 | $612K | Sell |
6,731
-19
| -0.3% | -$1.73K | 0.22% | 96 |
|
|
2021
Q3 | $568K | Buy |
6,750
+2
| +0% | +$168 | 0.23% | 94 |
|
|
2021
Q2 | $578K | Buy |
6,748
+2
| +0% | +$171 | 0.25% | 94 |
|
|
2021
Q1 | $565K | Buy |
6,746
+3
| +0% | +$251 | 0.27% | 85 |
|
|
2020
Q4 | $528K | Buy |
6,743
+3
| +0% | +$235 | 0.32% | 70 |
|
|
2020
Q3 | $446K | Sell |
6,740
-439
| -6% | -$29.1K | 0.33% | 70 |
|
|
2020
Q2 | $426K | Sell |
7,179
-193
| -3% | -$11.5K | 0.3% | 80 |
|
|
2020
Q1 | $362K | Buy |
+7,372
| New | +$362K | 0.27% | 77 |
|