Integrated Wealth Concepts’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 | $1.3M | Buy |
+10,084
| New | +$1.3M | 0.01% | 791 |
|
|
2025
Q1 | – | Sell |
-13,451
| Closed | -$1.66M | – | 1841 |
|
|
2024
Q4 | $1.66M | Buy |
13,451
+2,898
| +27% | +$358K | 0.02% | 624 |
|
|
2024
Q3 | $1.27M | Buy |
10,553
+392
| +4% | +$47.2K | 0.02% | 710 |
|
|
2024
Q2 | $1.16M | Buy |
10,161
+178
| +2% | +$20.3K | 0.02% | 697 |
|
|
2024
Q1 | $1.15M | Sell |
9,983
-1,934
| -16% | -$222K | 0.02% | 698 |
|
|
2023
Q4 | $1.07M | Buy |
11,917
+323
| +3% | +$29K | 0.02% | 706 |
|
|
2023
Q3 | $933K | Buy |
+11,594
| New | +$933K | 0.02% | 717 |
|