TRUE Private Wealth Advisors’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 | $2.39M | Buy |
+18,571
| New | +$2.39M | 0.27% | 63 |
|
2025
Q1 | – | Sell |
-9,740
| Closed | -$1.2M | – | 244 |
|
2024
Q4 | $1.2M | Buy |
9,740
+8,064
| +481% | +$996K | 0.15% | 87 |
|
2024
Q3 | $202K | Sell |
1,676
-10,782
| -87% | -$1.3M | 0.02% | 207 |
|
2024
Q2 | $1.42M | Buy |
12,458
+5,907
| +90% | +$673K | 0.16% | 83 |
|
2024
Q1 | $753K | Buy |
+6,551
| New | +$753K | 0.09% | 119 |
|