Ullmann Wealth Partners Group’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $326K | Hold |
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|
2025
Q2 | $294K | Hold |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $287K | Hold |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $235K | Sell |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $272K | Sell |
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|
2019
Q2 | $299K | Sell |
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|
2019
Q1 | $310K | Hold |
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|
2018
Q4 | $271K | Sell |
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|
2018
Q3 | $313K | Sell |
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|
2018
Q2 | $327K | Buy |
|