Number of Shares
20,892.00
Current Holdings Value*
$2.38 Mil
% of Portfolio
0.86%
Total Estimate Gain
$642,783.12
% of Total Estimate Gain
29.72%

Accel Wealth Management's Invesco S&P MidCap Momentum ETF Holding Summary

As of 2025-03-31, Accel Wealth Management held 20,892.00 shares of Invesco S&P MidCap Momentum ETF(XMMO), totaling $2.38 Mil. This investment constitutes 0.86% of their stock portfolio, and Accel Wealth Management now holds 0.07% of the outstanding Invesco S&P MidCap Momentum ETF(XMMO) stock.

The initial trade took place in 2020Q4. And since then Accel Wealth Management has made 13 purchases of XMMO, at an average price of $99.06, for a total of 21,834.00 shares. In addition, there have been 4 sales at an average price of $78.56 for 942.00 shares. Based on historical transaction data and XMMO's current price of $130.75, Accel Wealth Management's estimated gain on his XMMO holdings is $642,783.12, reflecting a 29.72% gain to date.

Accel Wealth Management XMMO ($130.75) Holding Chart

Accel Wealth Management XMMO ($130.75) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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