Kellett Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Kellett Wealth Advisors’s Portfolio XMMO Stock Details XMMO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.68M	Buy
2025 Q2	$4.38M	Buy
2025 Q1	$3.64M	Buy
2024 Q4	$3.74M	Buy
2024 Q3	$3.49M	Buy
2024 Q2	$3.03M	Buy
2022 Q2	–	Sell
2022 Q1	$285K	Hold
2021 Q4	$300K	Buy