Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $685K | Buy |
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|
2024
Q3 | $412K | Sell |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $180K | Sell |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | $149K | Buy |
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|
2021
Q2 | $125K | Sell |
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|
2021
Q1 | $625K | Buy |
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|
2020
Q4 | $380K | Buy |
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|
2020
Q3 | $223K | Buy |
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|
2020
Q2 | $133K | Buy |
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|
2020
Q1 | $39K | Hold |
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|
2019
Q4 | $48K | Sell |
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|
2019
Q3 | $55K | Buy |
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|
2019
Q2 | $17K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $16K | Sell |
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|
2018
Q2 | $20K | Buy |
|