Kellett Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.4M | Buy |
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|
2025
Q4 | $4.92M | Buy |
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2025
Q3 | $4.68M | Buy |
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|
2025
Q2 | $4.38M | Buy |
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|
2025
Q1 | $3.64M | Buy |
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|
2024
Q4 | $3.74M | Buy |
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|
2024
Q3 | $3.49M | Buy |
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|
2024
Q2 | $3.03M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $300K | Buy |
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