Gladstone Institutional Advisory’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	$718K	Sell	5,583 -2,095	-27%	-$269K	0.03%	408
2025 Q1	$873K	Sell	7,678 -525	-6%	-$59.7K	0.04%	355
2024 Q4	$1.01M	Buy	+8,203	New	+$1.01M	0.05%	327