Lowery Thomas LLC’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	$3.84M	Buy	26,508 +819	+3%	+$118K	2.2%	16
2025 Q4	$3.56M	Buy	25,689 +215	+0.8%	+$29.4K	2.01%	17
2025 Q3	$3.44M	Buy	25,474 +1,332	+6%	+$175K	1.99%	16
2025 Q2	$3.11M	Sell	24,142 -2,471	-9%	-$295K	1.99%	15
2025 Q1	$3.03M	Sell	26,613 -1,569	-6%	-$193K	2.07%	16
2024 Q4	$3.48M	Buy	28,182 +1,232	+5%	+$156K	2.27%	14
2024 Q3	$3.24M	Buy	26,950 +1,430	+6%	+$166K	2.2%	15
2024 Q2	$2.91M	Buy	25,520 +945	+4%	+$107K	2.12%	16
2024 Q1	$2.82M	Buy	24,575 +4,167	+20%	+$422K	2.16%	17
2023 Q4	$1.83M	Buy	20,408 +3,131	+18%	+$257K	1.57%	19
2023 Q3	$1.39M	Sell	17,277 -736	-4%	-$59.8K	1.33%	21
2023 Q2	$1.43M	Buy	18,013 +43	+0.2%	+$3.24K	1.41%	20
2023 Q1	$1.36M	Buy	+17,970	New	+$1.38M	1.5%	18