Financial Advocates Investment 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 | $1.72M | Sell |
13,392
-51,440
| -79% | -$6.62M | 0.14% | 147 |
|
|
2025
Q1 | $7.38M | Buy |
64,832
+3,498
| +6% | +$398K | 0.52% | 40 |
|
|
2024
Q4 | $7.58M | Sell |
61,334
-6,290
| -9% | -$777K | 0.43% | 47 |
|
|
2024
Q3 | $7.49M | Buy |
67,624
+15,696
| +30% | +$1.74M | 0.42% | 53 |
|
|
2024
Q2 | $5.92M | Sell |
51,928
-9,330
| -15% | -$1.06M | 0.37% | 56 |
|
|
2024
Q1 | $6.29M | Buy |
61,258
+16,998
| +38% | +$1.75M | 0.36% | 65 |
|
|
2023
Q4 | $3.98M | Buy |
44,260
+2,818
| +7% | +$253K | 0.26% | 90 |
|
|
2023
Q3 | $3.34M | Buy |
41,442
+2,286
| +6% | +$184K | 0.24% | 105 |
|
|
2023
Q2 | $3.11M | Buy |
39,156
+24,107
| +160% | +$1.92M | 0.22% | 111 |
|
|
2023
Q1 | $1.14M | Sell |
15,049
-21
| -0.1% | -$1.59K | 0.08% | 259 |
|
|
2022
Q4 | $1.13M | Sell |
15,070
-6,983
| -32% | -$526K | 0.08% | 253 |
|
|
2022
Q3 | $1.54M | Sell |
22,053
-1,912
| -8% | -$133K | 0.13% | 180 |
|
|
2022
Q2 | $1.71M | Buy |
23,965
+883
| +4% | +$62.8K | 0.14% | 182 |
|
|
2022
Q1 | $1.99M | Buy |
23,082
+13,440
| +139% | +$1.16M | 0.13% | 192 |
|
|
2021
Q4 | $877K | Buy |
9,642
+1,031
| +12% | +$93.8K | 0.06% | 346 |
|
|
2021
Q3 | $725K | Buy |
8,611
+508
| +6% | +$42.8K | 0.05% | 389 |
|
|
2021
Q2 | $694K | Sell |
8,103
-1,759
| -18% | -$151K | 0.05% | 392 |
|
|
2021
Q1 | $827K | Buy |
9,862
+1,881
| +24% | +$158K | 0.06% | 357 |
|
|
2020
Q4 | $625K | Buy |
7,981
+1,826
| +30% | +$143K | 0.04% | 396 |
|
|
2020
Q3 | $408K | Buy |
6,155
+229
| +4% | +$15.2K | 0.03% | 404 |
|
|
2020
Q2 | $352K | Buy |
5,926
+161
| +3% | +$9.56K | 0.03% | 413 |
|
|
2020
Q1 | $283K | Buy |
+5,765
| New | +$283K | 0.04% | 363 |
|