Kingsview Wealth Management’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	$4.19M	Buy	28,918 +420	+1%	+$60.7K	0.06%	338
2025 Q4	$3.95M	Sell	28,498 -1,612	-5%	-$220K	0.06%	321
2025 Q3	$4.07M	Buy	30,110 +13,808	+85%	+$1.82M	0.06%	314
2025 Q2	$2.1M	Buy	16,302 +2,742	+20%	+$328K	0.04%	431
2025 Q1	$1.54M	Buy	13,560 +5,771	+74%	+$711K	0.03%	443
2024 Q4	$962K	Sell	7,789 -262	-3%	-$33.2K	0.02%	560
2024 Q3	$969K	Sell	8,051 -1,259	-14%	-$146K	0.02%	541
2024 Q2	$1.06M	Sell	9,310 -238	-2%	-$26.9K	0.03%	500
2024 Q1	$1.1M	Sell	9,548 -609	-6%	-$61.7K	0.03%	477
2023 Q4	$912K	Sell	10,157 -893	-8%	-$73.4K	0.03%	490
2023 Q3	$890K	Buy	11,050 +282	+3%	+$22.9K	0.03%	466
2023 Q2	$856K	Sell	10,768 -396	-4%	-$29.9K	0.03%	455
2023 Q1	$843K	Sell	11,164 -174	-2%	-$13.3K	0.04%	441
2022 Q4	$854K	Buy	11,338 +317	+3%	+$24.3K	0.04%	376
2022 Q3	$769K	Sell	11,021 -92	-0.8%	-$7.04K	0.04%	394
2022 Q2	$791K	Buy	11,113 +8,490	+324%	+$678K	0.04%	424
2022 Q1	$226K	Hold	2,623	–	–	0.01%	786
2021 Q4	$239K	Hold	2,623	–	–	0.01%	814
2021 Q3	$221K	Sell	2,623 -50	-2%	-$4.28K	0.01%	777
2021 Q2	$230K	Hold	2,673	–	–	0.01%	789
2021 Q1	$227K	Hold	2,673	–	–	0.01%	731
2020 Q4	$209K	Buy	+2,673	New	+$193K	0.02%	643