SWAG
Spectrum Wealth Advisory Group’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 | $3M | Sell |
23,284
-42
| -0.2% | -$5.4K | 1.39% | 15 |
|
|
2025
Q1 | $2.65M | Sell |
23,326
-160
| -0.7% | -$18.2K | 1.27% | 16 |
|
|
2024
Q4 | $2.9M | Sell |
23,486
-1,293
| -5% | -$160K | 1.37% | 15 |
|
|
2024
Q3 | $2.98M | Buy |
24,779
+217
| +0.9% | +$26.1K | 1.67% | 16 |
|
|
2024
Q2 | $2.8M | Buy |
24,562
+304
| +1% | +$34.7K | 2.99% | 9 |
|
|
2024
Q1 | $2.79M | Sell |
24,258
-19
| -0.1% | -$2.18K | 3.21% | 9 |
|
|
2023
Q4 | $2.18M | Sell |
24,277
-531
| -2% | -$47.7K | 2.69% | 9 |
|
|
2023
Q3 | $2M | Buy |
24,808
+13
| +0.1% | +$1.05K | 2.76% | 9 |
|
|
2023
Q2 | $1.97M | Sell |
24,795
-4,086
| -14% | -$325K | 2.61% | 9 |
|
|
2023
Q1 | $2.18M | Sell |
28,881
-1,472
| -5% | -$111K | 2.94% | 9 |
|
|
2022
Q4 | $2.29M | Sell |
30,353
-2,366
| -7% | -$178K | 3.18% | 8 |
|
|
2022
Q3 | $2.28M | Sell |
32,719
-3,680
| -10% | -$257K | 2.87% | 12 |
|
|
2022
Q2 | $2.59M | Sell |
36,399
-1,094
| -3% | -$77.8K | 2.89% | 12 |
|
|
2022
Q1 | $3.24M | Sell |
37,493
-16,314
| -30% | -$1.41M | 3.12% | 11 |
|
|
2021
Q4 | $4.89M | Sell |
53,807
-1,202
| -2% | -$109K | 4.36% | 6 |
|
|
2021
Q3 | $4.63M | Sell |
55,009
-3,217
| -6% | -$271K | 4.57% | 5 |
|
|
2021
Q2 | $4.99M | Sell |
58,226
-112,325
| -66% | -$9.62M | 4.88% | 4 |
|
|
2021
Q1 | $14.3M | Buy |
170,551
+122,221
| +253% | +$10.2M | 13.65% | 3 |
|
|
2020
Q4 | $3.78M | Sell |
48,330
-39,703
| -45% | -$3.11M | 4.27% | 7 |
|
|
2020
Q3 | $5.84M | Buy |
88,033
+47,668
| +118% | +$3.16M | 3.74% | 7 |
|
|
2020
Q2 | $2.39M | Buy |
40,365
+13,768
| +52% | +$817K | 3.38% | 8 |
|
|
2020
Q1 | $1.31M | Buy |
26,597
+1,163
| +5% | +$57.1K | 2.82% | 12 |
|
|
2019
Q4 | $1.56M | Buy |
25,434
+1,435
| +6% | +$87.7K | 2.78% | 14 |
|
|
2019
Q3 | $1.4M | Buy |
23,999
+9,785
| +69% | +$570K | 2.78% | 14 |
|
|
2019
Q2 | $834K | Buy |
+14,214
| New | +$834K | 1.7% | 18 |
|