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Pine Harbor Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Pine Harbor Wealth Management’s Portfolio XMMO Stock Details XMMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$559K Hold
3,854
– – 0.17% 50
2025
Q4 		$534K Hold
3,854
– – 0.16% 51
2025
Q3 		$521K Hold
3,854
– – 0.17% 53
2025
Q2 		$496K Hold
3,854
– – 0.17% 53
2025
Q1 		$438K Hold
3,854
– – 0.18% 53
2024
Q4 		$476K Hold
3,854
– – 0.19% 52
2024
Q3 		$464K Hold
3,854
– – 0.23% 56
2024
Q2 		$439K Hold
3,854
– – 0.26% 57
2024
Q1 		$443K Hold
3,854
– – 0.28% 58
2023
Q4 		$346K Buy
+3,854
New +$317K 0.26% 63

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VIA
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Bank of America
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Ameriprise
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