Kellett Wealth Advisors’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 | $4.38M | Buy |
34,019
+2,026
| +6% | +$261K | 2.85% | 8 |
|
|
2025
Q1 | $3.64M | Buy |
31,993
+1,698
| +6% | +$193K | 2.52% | 9 |
|
|
2024
Q4 | $3.74M | Buy |
30,295
+1,328
| +5% | +$164K | 2.57% | 9 |
|
|
2024
Q3 | $3.49M | Buy |
28,967
+2,369
| +9% | +$285K | 2.49% | 8 |
|
|
2024
Q2 | $3.03M | Buy |
+26,598
| New | +$3.03M | 2.45% | 8 |
|
|
2022
Q2 | – | Sell |
-3,300
| Closed | -$285K | – | 72 |
|
|
2022
Q1 | $285K | Hold |
3,300
| – | – | 0.23% | 48 |
|
|
2021
Q4 | $300K | Buy |
+3,300
| New | +$300K | 0.23% | 46 |
|