Independent Wealth Network’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 | $1.11M | Buy |
8,644
+549
| +7% | +$70.6K | 0.4% | 61 |
|
|
2025
Q1 | $921K | Buy |
8,095
+895
| +12% | +$102K | 0.37% | 72 |
|
|
2024
Q4 | $889K | Buy |
7,200
+3,903
| +118% | +$482K | 0.36% | 78 |
|
|
2024
Q3 | $397K | Buy |
3,297
+654
| +25% | +$78.7K | 0.18% | 136 |
|
|
2024
Q2 | $301K | Buy |
2,643
+92
| +4% | +$10.5K | 0.14% | 167 |
|
|
2024
Q1 | $293K | Buy |
2,551
+259
| +11% | +$29.7K | 0.14% | 169 |
|
|
2023
Q4 | $206K | Sell |
2,292
-334
| -13% | -$30K | 0.11% | 200 |
|
|
2023
Q3 | $211K | Sell |
2,626
-152
| -5% | -$12.2K | 0.13% | 184 |
|
|
2023
Q2 | $221K | Sell |
2,778
-406
| -13% | -$32.3K | 0.13% | 180 |
|
|
2023
Q1 | $240K | Sell |
3,184
-461
| -13% | -$34.8K | 0.15% | 155 |
|
|
2022
Q4 | $274K | Sell |
3,645
-460
| -11% | -$34.6K | 0.19% | 135 |
|
|
2022
Q3 | $286K | Buy |
4,105
+18
| +0.4% | +$1.25K | 0.22% | 123 |
|
|
2022
Q2 | $291K | Buy |
4,087
+354
| +9% | +$25.2K | 0.21% | 126 |
|
|
2022
Q1 | $322K | Buy |
3,733
+161
| +5% | +$13.9K | 0.2% | 133 |
|
|
2021
Q4 | $325K | Buy |
3,572
+64
| +2% | +$5.82K | 0.2% | 131 |
|
|
2021
Q3 | $335K | Buy |
+3,508
| New | +$335K | 0.22% | 125 |
|