IFP Advisors’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 | $92.1K | Sell |
716
-849
| -54% | -$109K | ﹤0.01% | 1685 |
|
2025
Q1 | $178K | Sell |
1,565
-109
| -7% | -$12.4K | 0.01% | 1232 |
|
2024
Q4 | $207K | Sell |
1,674
-24,842
| -94% | -$3.07M | 0.01% | 1115 |
|
2024
Q3 | $3.19M | Sell |
26,516
-3,332
| -11% | -$401K | 0.12% | 193 |
|
2024
Q2 | $3.4M | Sell |
29,848
-706
| -2% | -$80.5K | 0.14% | 155 |
|
2024
Q1 | $3.51M | Buy |
30,554
+27,498
| +900% | +$3.16M | 0.15% | 144 |
|
2023
Q4 | $274K | Buy |
3,056
+2,742
| +873% | +$246K | 0.01% | 816 |
|
2023
Q3 | $25.3K | Sell |
314
-754
| -71% | -$60.7K | ﹤0.01% | 1825 |
|
2023
Q2 | $84.9K | Sell |
1,068
-26
| -2% | -$2.07K | ﹤0.01% | 1391 |
|
2023
Q1 | $54K | Sell |
1,094
-63,095
| -98% | -$3.11M | ﹤0.01% | 1536 |
|
2022
Q4 | $3.17M | Sell |
64,189
-723
| -1% | -$35.7K | 0.08% | 246 |
|
2022
Q3 | $3.21M | Buy |
64,912
+384
| +0.6% | +$19K | 0.08% | 262 |
|
2022
Q2 | $3.19M | Hold |
64,528
| – | – | 0.1% | 236 |
|
2022
Q1 | $3.19M | Buy |
64,528
+62,509
| +3,096% | +$3.09M | 0.1% | 236 |
|
2021
Q4 | $184K | Sell |
2,019
-498
| -20% | -$45.4K | ﹤0.01% | 975 |
|
2021
Q3 | $211K | Sell |
2,517
-63
| -2% | -$5.28K | ﹤0.01% | 897 |
|
2021
Q2 | $221K | Sell |
2,580
-1,344
| -34% | -$115K | ﹤0.01% | 858 |
|
2021
Q1 | $325K | Buy |
3,924
+1,313
| +50% | +$109K | 0.01% | 653 |
|
2020
Q4 | $204K | Sell |
2,611
-17
| -0.6% | -$1.33K | 0.01% | 792 |
|
2020
Q3 | $173K | Hold |
2,628
| – | – | 0.01% | 759 |
|
2020
Q2 | $152K | Buy |
2,628
+2,143
| +442% | +$124K | 0.01% | 770 |
|
2020
Q1 | $24K | Sell |
485
-1,000
| -67% | -$49.5K | ﹤0.01% | 1416 |
|
2019
Q4 | $91K | Hold |
1,485
| – | – | 0.01% | 996 |
|
2019
Q3 | $87K | Buy |
+1,485
| New | +$87K | 0.01% | 1132 |
|
2018
Q4 | – | Sell |
-129
| Closed | -$7K | – | 3847 |
|
2018
Q3 | $7K | Sell |
129
-225
| -64% | -$12.2K | ﹤0.01% | 3041 |
|
2018
Q2 | $17K | Buy |
+354
| New | +$17K | ﹤0.01% | 2553 |
|