Holistic Planning’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	$450K	Hold	3,500	–	–	0.13%	130
2025 Q1	$398K	Hold	3,500	–	–	0.13%	116
2024 Q4	$432K	Buy	+3,500	New	+$432K	0.16%	103