Ullmann Wealth Partners Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Ullmann Wealth Partners Group’s Portfolio XMMO Stock Details XMMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.26M	Sell	36,262 -233	-0.6%	-$33.7K	0.55%	30
2025 Q4	$4.96M	Sell	36,495 -433	-1%	-$59.2K	0.52%	31
2025 Q3	$4.99M	Buy	36,928 +21	+0.1%	+$2.76K	0.55%	30
2025 Q2	$4.75M	Buy	36,907 +30	+0.1%	+$3.58K	0.56%	29
2025 Q1	$4.2M	Buy	36,877 +32	+0.1%	+$3.94K	0.56%	27
2024 Q4	$4.55M	Sell	36,845 -317	-0.9%	-$40.2K	0.59%	26
2024 Q3	$4.47M	Sell	37,162 -77	-0.2%	-$8.93K	0.58%	26
2024 Q2	$4.24M	Buy	37,239 +6	+0%	+$677	0.61%	26
2024 Q1	$4.28M	Buy	37,233 +12	+0%	+$1.22K	0.64%	23
2023 Q4	$3.34M	Sell	37,221 -575	-2%	-$47.3K	0.55%	26
2023 Q3	$3.04M	Buy	37,796 +29	+0.1%	+$2.36K	0.57%	23
2023 Q2	$3M	Sell	37,767 -102	-0.3%	-$7.69K	0.6%	27
2023 Q1	$2.86M	Buy	37,869 +77	+0.2%	+$5.9K	0.65%	22
2022 Q4	$2.85M	Sell	37,792 -60	-0.2%	-$4.61K	0.7%	21
2022 Q3	$2.64M	Buy	37,852 +78	+0.2%	+$5.97K	0.73%	20
2022 Q2	$2.69M	Buy	37,774 +6	+0%	+$479	0.73%	21
2022 Q1	$3.26M	Buy	37,768 +4	+0%	+$341	0.83%	20
2021 Q4	$3.43M	Sell	37,764 -139	-0.4%	-$12.6K	0.92%	17
2021 Q3	$3.19M	Sell	37,903 -1,288	-3%	-$110K	1.26%	15
2021 Q2	$3.36M	Sell	39,191 -773	-2%	-$64.9K	1.38%	15
2021 Q1	$3.35M	Sell	39,964 -3,616	-8%	-$300K	1.49%	14
2020 Q4	$3.41M	Sell	43,580 -773	-2%	-$56K	1.71%	13
2020 Q3	$2.94M	Sell	44,353 -1,150	-3%	-$73.7K	1.68%	13
2020 Q2	$2.7M	Buy	45,503 +79	+0.2%	+$4.4K	1.66%	13
2020 Q1	$2.23M	Sell	45,424 -264	-0.6%	-$15.4K	1.67%	11
2019 Q4	$2.79M	Sell	45,688 -3,253	-7%	-$193K	1.69%	10
2019 Q3	$2.85M	Sell	48,941 -441	-0.9%	-$25.9K	1.76%	12
2019 Q2	$2.9M	Sell	49,382 -1,572	-3%	-$91.1K	1.81%	10
2019 Q1	$2.88M	Buy	50,954 +3,500	+7%	+$184K	1.85%	11
2018 Q4	$2.13M	Sell	47,454 -6,412	-12%	-$306K	1.58%	15
2018 Q3	$2.95M	Sell	53,866 -2,511	-4%	-$132K	1.96%	11
2018 Q2	$2.76M	Buy	+56,377	New	+$2.7M	1.91%	13