MWM
MinichMacGregor Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-49,161
| Closed | -$5.59M | – | 147 |
|
|
2025
Q1 | $5.59M | Sell |
49,161
-23,487
| -32% | -$2.67M | 1.25% | 33 |
|
|
2024
Q4 | $8.97M | Buy |
+72,648
| New | +$8.97M | 1.86% | 20 |
|
|
2024
Q3 | – | Sell |
-80,748
| Closed | -$9.2M | – | 122 |
|
|
2024
Q2 | $9.2M | Buy |
+80,748
| New | +$9.2M | 2.25% | 15 |
|