Whitaker-Myers Wealth Managers’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 | $14M | Buy |
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|
2025
Q2 | $12.2M | Buy |
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2025
Q1 | $11M | Buy |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $9.63M | Buy |
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|
2024
Q2 | $8.55M | Buy |
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|
2024
Q1 | $8.29M | Buy |
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|
2023
Q4 | $6.7M | Buy |
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|
2023
Q3 | $5.23M | Buy |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.98M | Buy |
|