Independent Wealth Network’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.55M	Buy	17,597 +6,060	+53%	+$876K	0.76%	28
2025 Q4	$1.6M	Buy	11,537 +1,720	+18%	+$235K	0.49%	47
2025 Q3	$1.33M	Buy	9,817 +1,173	+14%	+$154K	0.43%	57
2025 Q2	$1.11M	Buy	8,644 +549	+7%	+$65.6K	0.4%	61
2025 Q1	$921K	Buy	8,095 +895	+12%	+$110K	0.37%	72
2024 Q4	$889K	Buy	7,200 +3,903	+118%	+$495K	0.36%	78
2024 Q3	$397K	Buy	3,297 +654	+25%	+$75.8K	0.18%	136
2024 Q2	$301K	Buy	2,643 +92	+4%	+$10.4K	0.14%	167
2024 Q1	$293K	Buy	2,551 +259	+11%	+$26.2K	0.14%	169
2023 Q4	$206K	Sell	2,292 -334	-13%	-$27.5K	0.11%	200
2023 Q3	$211K	Sell	2,626 -152	-5%	-$12.4K	0.13%	184
2023 Q2	$221K	Sell	2,778 -406	-13%	-$30.6K	0.13%	180
2023 Q1	$240K	Sell	3,184 -461	-13%	-$35.3K	0.15%	155
2022 Q4	$274K	Sell	3,645 -460	-11%	-$35.3K	0.19%	135
2022 Q3	$286K	Buy	4,105 +18	+0.4%	+$1.38K	0.22%	123
2022 Q2	$291K	Buy	4,087 +354	+9%	+$28.3K	0.21%	126
2022 Q1	$322K	Buy	3,733 +161	+5%	+$13.7K	0.2%	133
2021 Q4	$325K	Buy	3,572 +64	+2%	+$5.8K	0.2%	131
2021 Q3	$335K	Buy	+3,508	New	+$300K	0.22%	125