Kingswood 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	$1.13M	Sell	8,788 -1,689	-16%	-$217K	0.09%	240
2025 Q1	$1.19M	Buy	10,477 +2,508	+31%	+$285K	0.11%	215
2024 Q4	$984K	Buy	7,969 +2,517	+46%	+$311K	0.07%	273
2024 Q3	$656K	Buy	5,452 +2,503	+85%	+$301K	0.05%	388
2024 Q2	$336K	Buy	+2,949	New	+$336K	0.03%	487