Elevation Capital Advisory, LLC XMMO Holdings History
Number of Shares
85,870.00
Current Holdings Value*
$9.77 Mil
% of Portfolio
4.26%
Total Estimate Gain
$681,685.86
% of Total Estimate Gain
6.49%
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 $130.29, Elevation Capital Advisory, LLC's estimated gain on his XMMO holdings is $681,685.86, reflecting a 6.49% gain to date.
Elevation Capital Advisory, LLC XMMO ($130.29) Holding Chart
Elevation Capital Advisory, LLC XMMO ($130.29) 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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