Financial Advocates Investment Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
4,734
-5,801
| -55% | -$323K | 0.02% | 526 |
|
|
2025
Q1 | $556K | Buy |
10,535
+341
| +3% | +$18K | 0.04% | 400 |
|
|
2024
Q4 | $565K | Sell |
10,194
-1,111
| -10% | -$61.6K | 0.03% | 418 |
|
|
2024
Q3 | $627K | Buy |
11,305
+639
| +6% | +$35.4K | 0.04% | 401 |
|
|
2024
Q2 | $551K | Buy |
10,666
+6,371
| +148% | +$329K | 0.03% | 411 |
|
|
2024
Q1 | $233K | Sell |
4,295
-342
| -7% | -$18.6K | 0.01% | 676 |
|
|
2023
Q4 | $233K | Buy |
4,637
+75
| +2% | +$3.78K | 0.02% | 648 |
|
|
2023
Q3 | $209K | Buy |
4,562
+188
| +4% | +$8.62K | 0.02% | 643 |
|
|
2023
Q2 | $202K | Buy |
+4,374
| New | +$202K | 0.01% | 647 |
|