FIA
Foundations Investment Advisors’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
Q2 | $21M | Buy |
163,585
+1,266
| +0.8% | +$163K | 0.33% | 74 |
|
|
2025
Q1 | $18.5M | Sell |
162,319
-54,086
| -25% | -$6.15M | 0.34% | 70 |
|
|
2024
Q4 | $26.7M | Buy |
216,405
+47,969
| +28% | +$5.93M | 0.52% | 48 |
|
|
2024
Q3 | $20.3M | Sell |
168,436
-47,470
| -22% | -$5.71M | 0.43% | 59 |
|
|
2024
Q2 | $24.6M | Buy |
215,906
+55,650
| +35% | +$6.34M | 0.6% | 38 |
|
|
2024
Q1 | $18.4M | Buy |
160,256
+18,464
| +13% | +$2.12M | 0.48% | 49 |
|
|
2023
Q4 | $13.6M | Buy |
141,792
+114,627
| +422% | +$11M | 0.36% | 60 |
|
|
2023
Q3 | $2.19M | Buy |
+27,165
| New | +$2.19M | 0.07% | 212 |
|