EFS
Essex Financial Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,712
| Closed | -$211K | – | 663 |
|
|
2024
Q4 | $211K | Hold |
1,712
| – | – | 0.01% | 594 |
|
|
2024
Q3 | $210K | Sell |
1,712
-601
| -26% | -$73.6K | 0.02% | 588 |
|
|
2024
Q2 | $261K | Sell |
2,313
-529
| -19% | -$59.8K | 0.02% | 519 |
|
|
2024
Q1 | $326K | Buy |
+2,842
| New | +$326K | 0.03% | 401 |
|