Number of Shares
29,068.00
Current Holdings Value*
$3.31 Mil
% of Portfolio
2.91%
Total Estimate Gain
$122,689.54
% of Total Estimate Gain
3.34%

Elm3 Financial Group, LLC's Invesco S&P MidCap Momentum ETF Holding Summary

As of 2025-03-31, Elm3 Financial Group, LLC held 29,068.00 shares of Invesco S&P MidCap Momentum ETF(XMMO), totaling $3.31 Mil. This investment constitutes 2.91% of their stock portfolio, and Elm3 Financial Group, LLC now holds 0.1% of the outstanding Invesco S&P MidCap Momentum ETF(XMMO) stock.

The initial trade took place in 2024Q4. And since then Elm3 Financial Group, LLC has made 1 purchases of XMMO, at an average price of $126.53, for a total of 29,068.00 shares. Based on historical transaction data and XMMO's current price of $130.75, Elm3 Financial Group, LLC's estimated gain on his XMMO holdings is $122,689.54, reflecting a 3.34% gain to date.

Elm3 Financial Group, LLC XMMO ($130.75) Holding Chart

Elm3 Financial Group, 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 %

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