IFWM
Institute for Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Sell |
47,922
-434
| -0.9% | -$55.8K | 0.69% | 22 |
|
|
2025
Q1 | $5.5M | Sell |
48,356
-239
| -0.5% | -$27.2K | 0.71% | 21 |
|
|
2024
Q4 | $6M | Sell |
48,595
-114
| -0.2% | -$14.1K | 0.75% | 17 |
|
|
2024
Q3 | $5.86M | Buy |
48,709
+1
| +0% | +$120 | 0.74% | 20 |
|
|
2024
Q2 | $5.55M | Sell |
48,708
-225
| -0.5% | -$25.6K | 0.74% | 17 |
|
|
2024
Q1 | $5.62M | Buy |
48,933
+1
| +0% | +$115 | 0.72% | 18 |
|
|
2023
Q4 | $4.39M | Sell |
48,932
-112
| -0.2% | -$10.1K | 0.71% | 23 |
|
|
2023
Q3 | $3.95M | Sell |
49,044
-439
| -0.9% | -$35.3K | 0.71% | 22 |
|
|
2023
Q2 | $3.93M | Sell |
49,483
-19
| -0% | -$1.51K | 0.66% | 22 |
|
|
2023
Q1 | $3.74M | Sell |
49,502
-118
| -0.2% | -$8.91K | 0.71% | 22 |
|
|
2022
Q4 | $3.74M | Sell |
49,620
-1,297
| -3% | -$97.7K | 0.79% | 16 |
|
|
2022
Q3 | $3.55M | Sell |
50,917
-143
| -0.3% | -$9.98K | 0.8% | 16 |
|
|
2022
Q2 | $3.63M | Sell |
51,060
-358
| -0.7% | -$25.5K | 0.71% | 18 |
|
|
2022
Q1 | $4.44M | Sell |
51,418
-38
| -0.1% | -$3.28K | 0.72% | 21 |
|
|
2021
Q4 | $4.68M | Sell |
51,456
-762
| -1% | -$69.3K | 0.76% | 22 |
|
|
2021
Q3 | $4.39M | Sell |
52,218
-174
| -0.3% | -$14.6K | 0.77% | 20 |
|
|
2021
Q2 | $4.49M | Sell |
52,392
-233
| -0.4% | -$20K | 0.79% | 22 |
|
|
2021
Q1 | $4.41M | Sell |
52,625
-2,242
| -4% | -$188K | 0.84% | 21 |
|
|
2020
Q4 | $4.29M | Sell |
54,867
-3,021
| -5% | -$236K | 0.85% | 20 |
|
|
2020
Q3 | $3.83M | Buy |
57,888
+13
| +0% | +$861 | 0.88% | 19 |
|
|
2020
Q2 | $3.43M | Buy |
57,875
+704
| +1% | +$41.8K | 0.84% | 21 |
|
|
2020
Q1 | $2.81M | Sell |
57,171
-7,108
| -11% | -$349K | 0.87% | 19 |
|
|
2019
Q4 | $3.93M | Sell |
64,279
-524
| -0.8% | -$32K | 0.89% | 17 |
|
|
2019
Q3 | $3.78M | Sell |
64,803
-870
| -1% | -$50.7K | 0.95% | 14 |
|
|
2019
Q2 | $3.86M | Sell |
65,673
-3,053
| -4% | -$180K | 0.86% | 16 |
|
|
2019
Q1 | $3.89M | Sell |
68,726
-65
| -0.1% | -$3.68K | 0.85% | 17 |
|
|
2018
Q4 | $3.09M | Buy |
+68,791
| New | +$3.09M | 1.27% | 12 |
|