Jones Financial Companies’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Sell	4,611 -2,516	-35%	-$140K	﹤0.01%	1553
2025 Q1	$375K	Buy	7,127 +1,368	+24%	+$71.9K	﹤0.01%	1241
2024 Q4	$319K	Buy	5,759 +4,090	+245%	+$227K	﹤0.01%	1164
2024 Q3	$92.3K	Buy	1,669 +1,485	+807%	+$82.1K	﹤0.01%	1436
2024 Q2	$9.5K	Buy	+184	New	+$9.5K	﹤0.01%	1775