Sowell Financial Services’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	$388K	Buy	2,675 +1,004	+60%	+$145K	0.01%	730
2025 Q4	$231K	Sell	1,671 -2,411	-59%	-$330K	0.01%	945
2025 Q3	$552K	Sell	4,082 -8,901	-69%	-$1.17M	0.02%	609
2025 Q2	$1.67M	Buy	12,983 +815	+7%	+$97.4K	0.07%	301
2025 Q1	$1.38M	Sell	12,168 -457	-4%	-$56.3K	0.06%	303
2024 Q4	$1.56M	Buy	12,625 +1,701	+16%	+$216K	0.08%	248
2024 Q3	$1.31M	Buy	+10,924	New	+$1.27M	0.06%	304
2021 Q2	–	Sell	-583	Closed	-$49K	–	2784
2021 Q1	$49K	Buy	583 +61	+12%	+$5.07K	﹤0.01%	1671
2020 Q4	$41K	Sell	522 -626	-55%	-$45.3K	﹤0.01%	1473
2020 Q3	$76K	Buy	1,148 +71	+7%	+$4.55K	﹤0.01%	1076
2020 Q2	$64K	Buy	1,077 +441	+69%	+$24.6K	﹤0.01%	1103
2020 Q1	$31K	Buy	636 +353	+125%	+$20.6K	﹤0.01%	1238
2019 Q4	$17K	Buy	+283	New	+$16.8K	﹤0.01%	1499