Fiduciary 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
$4.98M Sell
38,726
-2,661
-6% -$342K 1.65% 15
2025
Q1
$4.71M Sell
41,387
-1,217
-3% -$138K 1.55% 15
2024
Q4
$5.26M Sell
42,604
-3,282
-7% -$405K 1.71% 15
2024
Q3
$5.52M Buy
45,886
+2,793
+6% +$336K 1.87% 15
2024
Q2
$4.91M Buy
+43,093
New +$4.91M 1.76% 15