Spire Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
5,053
+255
| +5% | +$32.8K | 0.02% | 456 |
|
|
2025
Q1 | $546K | Sell |
4,798
-1,673
| -26% | -$190K | 0.02% | 546 |
|
|
2024
Q4 | $799K | Buy |
6,471
+3,206
| +98% | +$396K | 0.02% | 441 |
|
|
2024
Q3 | $393K | Buy |
3,265
+43
| +1% | +$5.18K | 0.01% | 576 |
|
|
2024
Q2 | $367K | Sell |
3,222
-1,020
| -24% | -$116K | 0.01% | 552 |
|
|
2024
Q1 | $487K | Buy |
4,242
+886
| +26% | +$102K | 0.01% | 519 |
|
|
2023
Q4 | $308K | Buy |
3,356
+4
| +0.1% | +$367 | 0.01% | 641 |
|
|
2023
Q3 | $270K | Buy |
3,352
+6
| +0.2% | +$483 | 0.01% | 617 |
|
|
2023
Q2 | $266K | Sell |
3,346
-183
| -5% | -$14.6K | 0.01% | 639 |
|
|
2023
Q1 | $266K | Sell |
3,529
-320
| -8% | -$24.2K | 0.01% | 640 |
|
|
2022
Q4 | $290K | Sell |
3,849
-20
| -0.5% | -$1.51K | 0.02% | 467 |
|
|
2022
Q3 | $270K | Sell |
3,869
-2,732
| -41% | -$191K | 0.02% | 459 |
|
|
2022
Q2 | $470K | Sell |
6,601
-2,160
| -25% | -$154K | 0.02% | 496 |
|
|
2022
Q1 | $756K | Sell |
8,761
-1,265
| -13% | -$109K | 0.02% | 458 |
|
|
2021
Q4 | $912K | Buy |
10,026
+361
| +4% | +$32.8K | 0.02% | 493 |
|
|
2021
Q3 | $813K | Sell |
9,665
-126
| -1% | -$10.6K | 0.02% | 460 |
|
|
2021
Q2 | $838K | Buy |
9,791
+2
| +0% | +$171 | 0.02% | 475 |
|
|
2021
Q1 | $820K | Buy |
+9,789
| New | +$820K | 0.02% | 510 |
|