Stratos Wealth Partners’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 | $2.61M | Buy |
20,252
+912
| +5% | +$117K | 0.04% | 427 |
|
|
2025
Q1 | $2.2M | Sell |
19,340
-5,534
| -22% | -$630K | 0.03% | 424 |
|
|
2024
Q4 | $3.07M | Buy |
24,874
+6,476
| +35% | +$800K | 0.04% | 372 |
|
|
2024
Q3 | $2.21M | Buy |
18,398
+2,439
| +15% | +$293K | 0.03% | 436 |
|
|
2024
Q2 | $1.82M | Sell |
15,959
-1,122
| -7% | -$128K | 0.03% | 459 |
|
|
2024
Q1 | $1.96M | Sell |
17,081
-904
| -5% | -$104K | 0.03% | 443 |
|
|
2023
Q4 | $1.62M | Sell |
17,985
-189
| -1% | -$17K | 0.03% | 473 |
|
|
2023
Q3 | $1.46M | Buy |
18,174
+1,999
| +12% | +$161K | 0.03% | 449 |
|
|
2023
Q2 | $1.29M | Buy |
16,175
+2,902
| +22% | +$231K | 0.03% | 461 |
|
|
2023
Q1 | $1M | Buy |
13,273
+2,689
| +25% | +$203K | 0.03% | 483 |
|
|
2022
Q4 | $797K | Sell |
10,584
-10,728
| -50% | -$808K | 0.02% | 572 |
|
|
2022
Q3 | $1.49M | Buy |
21,312
+1,043
| +5% | +$72.8K | 0.04% | 380 |
|
|
2022
Q2 | $1.44M | Buy |
20,269
+13,097
| +183% | +$932K | 0.04% | 397 |
|
|
2022
Q1 | $619K | Buy |
7,172
+1,153
| +19% | +$99.5K | 0.01% | 733 |
|
|
2021
Q4 | $547K | Buy |
6,019
+1,330
| +28% | +$121K | 0.01% | 770 |
|
|
2021
Q3 | $395K | Buy |
4,689
+742
| +19% | +$62.5K | 0.01% | 847 |
|
|
2021
Q2 | $338K | Buy |
3,947
+395
| +11% | +$33.8K | 0.01% | 924 |
|
|
2021
Q1 | $298K | Sell |
3,552
-754
| -18% | -$63.3K | 0.01% | 887 |
|
|
2020
Q4 | $337K | Buy |
4,306
+277
| +7% | +$21.7K | 0.01% | 814 |
|
|
2020
Q3 | $267K | Buy |
4,029
+268
| +7% | +$17.8K | 0.01% | 827 |
|
|
2020
Q2 | $223K | Sell |
3,761
-3,369
| -47% | -$200K | 0.01% | 868 |
|
|
2020
Q1 | $350K | Sell |
7,130
-1,205
| -14% | -$59.2K | 0.02% | 634 |
|
|
2019
Q4 | $510K | Sell |
8,335
-143
| -2% | -$8.75K | 0.02% | 590 |
|
|
2019
Q3 | $494K | Buy |
8,478
+4
| +0% | +$233 | 0.02% | 568 |
|
|
2019
Q2 | $498K | Buy |
+8,474
| New | +$498K | 0.02% | 569 |
|