GeoWealth 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 | – | Sell |
-8,923
| Closed | -$1.02M | – | 1297 |
|
|
2025
Q1 | $1.02M | Buy |
8,923
+628
| +8% | +$71.4K | 0.04% | 257 |
|
|
2024
Q4 | $1.02M | Buy |
8,295
+1,253
| +18% | +$155K | 0.03% | 290 |
|
|
2024
Q3 | $847K | Buy |
7,042
+2,124
| +43% | +$256K | 0.03% | 342 |
|
|
2024
Q2 | $561K | Sell |
4,918
-83,696
| -94% | -$9.54M | 0.02% | 402 |
|
|
2024
Q1 | $10.2M | Buy |
+88,614
| New | +$10.2M | 0.39% | 50 |
|
|
2022
Q4 | – | Sell |
-31,324
| Closed | -$2.19M | – | 398 |
|
|
2022
Q3 | $2.19M | Buy |
+31,324
| New | +$2.19M | 0.24% | 80 |
|
|
2022
Q2 | – | Sell |
-11,359
| Closed | -$981K | – | 410 |
|
|
2022
Q1 | $981K | Sell |
11,359
-1,795
| -14% | -$155K | 0.09% | 144 |
|
|
2021
Q4 | $1.2M | Sell |
13,154
-168,857
| -93% | -$15.4M | 0.1% | 137 |
|
|
2021
Q3 | $15.3M | Buy |
+182,011
| New | +$15.3M | 1.26% | 17 |
|