Founders Financial Alliance’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 | $56 | Hold |
1
| – | – | ﹤0.01% | 544 |
|
2025
Q1 | $53 | Hold |
1
| – | – | ﹤0.01% | 615 |
|
2024
Q4 | $55 | Hold |
1
| – | – | ﹤0.01% | 576 |
|
2024
Q3 | $55 | Hold |
1
| – | – | ﹤0.01% | 588 |
|
2024
Q2 | $52 | Hold |
1
| – | – | ﹤0.01% | 560 |
|
2024
Q1 | $54 | Hold |
1
| – | – | ﹤0.01% | 557 |
|
2023
Q4 | $50 | Hold |
1
| – | – | ﹤0.01% | 491 |
|
2023
Q3 | $46 | Hold |
1
| – | – | ﹤0.01% | 475 |
|
2023
Q2 | $46 | Hold |
1
| – | – | ﹤0.01% | 508 |
|
2023
Q1 | $44 | Hold |
1
| – | – | ﹤0.01% | 455 |
|
2022
Q4 | $44 | Hold |
1
| – | – | ﹤0.01% | 478 |
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 556 |
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 548 |
|
2022
Q1 | $0 | Sell |
1
-7,970
| -100% | – | ﹤0.01% | 485 |
|
2021
Q4 | $389K | Buy |
7,971
+1
| +0% | +$49 | 0.16% | 148 |
|
2021
Q3 | $356K | Sell |
7,970
-446
| -5% | -$19.9K | 0.17% | 139 |
|
2021
Q2 | $380K | Buy |
8,416
+1
| +0% | +$45 | 0.17% | 135 |
|
2021
Q1 | $396K | Buy |
+8,415
| New | +$396K | 0.2% | 119 |
|