Kovack 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 | $3.75M | Sell |
29,181
-4,326
| -13% | -$556K | 0.37% | 55 |
|
2025
Q1 | $3.81M | Buy |
33,507
+89
| +0.3% | +$10.1K | 0.4% | 50 |
|
2024
Q4 | $4.13M | Sell |
33,418
-997
| -3% | -$123K | 0.41% | 48 |
|
2024
Q3 | $4.14M | Sell |
34,415
-15,720
| -31% | -$1.89M | 0.44% | 44 |
|
2024
Q2 | $5.71M | Buy |
+50,135
| New | +$5.71M | 0.63% | 30 |
|
2024
Q1 | – | Sell |
-5,161
| Closed | -$464K | – | 614 |
|
2023
Q4 | $464K | Buy |
5,161
+440
| +9% | +$39.5K | 0.06% | 314 |
|
2023
Q3 | $380K | Buy |
+4,721
| New | +$380K | 0.05% | 327 |
|