LPL Financial’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.6M | Buy |
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|
2025
Q2 | $24.8M | Buy |
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|
2025
Q1 | $22.5M | Buy |
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|
2024
Q4 | $22.9M | Buy |
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|
2024
Q3 | $22.1M | Buy |
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|
2024
Q2 | $20M | Sell |
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|
2024
Q1 | $22.2M | Sell |
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|
2023
Q4 | $20.8M | Buy |
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|
2023
Q3 | $18.4M | Buy |
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|
2023
Q2 | $18.4M | Buy |
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|
2023
Q1 | $16.7M | Sell |
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|
2022
Q4 | $18.8M | Buy |
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|
2022
Q3 | $14.1M | Buy |
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|
2022
Q2 | $14.1M | Sell |
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|
2022
Q1 | $20.6M | Buy |
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|
2021
Q4 | $19.5M | Buy |
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|
2021
Q3 | $16.7M | Sell |
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|
2021
Q2 | $17M | Buy |
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|
2021
Q1 | $12.8M | Buy |
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|
2020
Q4 | $4.01M | Buy |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $803K | Buy |
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|
2019
Q4 | $967K | Buy |
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|
2019
Q3 | $434K | Buy |
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|
2019
Q2 | $436K | Sell |
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|
2019
Q1 | $442K | Sell |
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|
2018
Q4 | $390K | Sell |
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|
2018
Q3 | $503K | Buy |
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|
2018
Q2 | $488K | Buy |
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