Number of Shares
85,870.00
Current Holdings Value*
$9.77 Mil
% of Portfolio
4.26%
Total Estimate Gain
$721,529.54
% of Total Estimate Gain
6.87%

Elevation Capital Advisory, LLC's Invesco S&P MidCap Momentum ETF Holding Summary

As of 2025-03-31, Elevation Capital Advisory, LLC held 85,870.00 shares of Invesco S&P MidCap Momentum ETF(XMMO), totaling $9.77 Mil. This investment constitutes 4.26% of their stock portfolio, and Elevation Capital Advisory, LLC now holds 0.29% of the outstanding Invesco S&P MidCap Momentum ETF(XMMO) stock.

The initial trade took place in 2024Q3. And since then Elevation Capital Advisory, LLC has made 3 purchases of XMMO, at an average price of $122.35, for a total of 85,870.00 shares. Based on historical transaction data and XMMO's current price of $130.75, Elevation Capital Advisory, LLC's estimated gain on his XMMO holdings is $721,529.54, reflecting a 6.87% gain to date.

Elevation Capital Advisory, LLC XMMO ($130.75) Holding Chart

Elevation Capital Advisory, LLC 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 %

Top Ranked Articles

  • 1