Kingsview Wealth Management’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 | $2.1M | Buy |
16,302
+2,742
| +20% | +$353K | 0.04% | 431 |
|
|
2025
Q1 | $1.54M | Buy |
13,560
+5,771
| +74% | +$657K | 0.03% | 443 |
|
|
2024
Q4 | $962K | Sell |
7,789
-262
| -3% | -$32.4K | 0.02% | 560 |
|
|
2024
Q3 | $969K | Sell |
8,051
-1,259
| -14% | -$152K | 0.02% | 541 |
|
|
2024
Q2 | $1.06M | Sell |
9,310
-238
| -2% | -$27.1K | 0.03% | 500 |
|
|
2024
Q1 | $1.1M | Sell |
9,548
-609
| -6% | -$70K | 0.03% | 477 |
|
|
2023
Q4 | $912K | Sell |
10,157
-893
| -8% | -$80.2K | 0.03% | 490 |
|
|
2023
Q3 | $890K | Buy |
11,050
+282
| +3% | +$22.7K | 0.03% | 466 |
|
|
2023
Q2 | $856K | Sell |
10,768
-396
| -4% | -$31.5K | 0.03% | 455 |
|
|
2023
Q1 | $843K | Sell |
11,164
-174
| -2% | -$13.1K | 0.04% | 441 |
|
|
2022
Q4 | $854K | Buy |
11,338
+317
| +3% | +$23.9K | 0.04% | 376 |
|
|
2022
Q3 | $769K | Sell |
11,021
-92
| -0.8% | -$6.42K | 0.04% | 394 |
|
|
2022
Q2 | $791K | Buy |
11,113
+8,490
| +324% | +$604K | 0.04% | 424 |
|
|
2022
Q1 | $226K | Hold |
2,623
| – | – | 0.01% | 785 |
|
|
2021
Q4 | $239K | Hold |
2,623
| – | – | 0.01% | 800 |
|
|
2021
Q3 | $221K | Sell |
2,623
-50
| -2% | -$4.21K | 0.01% | 776 |
|
|
2021
Q2 | $230K | Hold |
2,673
| – | – | 0.01% | 788 |
|
|
2021
Q1 | $227K | Hold |
2,673
| – | – | 0.01% | 730 |
|
|
2020
Q4 | $209K | Buy |
+2,673
| New | +$209K | 0.02% | 642 |
|