Number of Shares
106,346.00
Current Holdings Value*
$13.68 Mil
% of Portfolio
1.89%
Total Estimate Gain
$860,582.41
% of Total Estimate Gain
6.63%

Financial Partners Group, Inc's Invesco S&P MidCap Momentum ETF Holding Summary

As of 2025-06-30, Financial Partners Group, Inc held 106,346.00 shares of Invesco S&P MidCap Momentum ETF(XMMO), totaling $13.68 Mil. This investment constitutes 1.89% of their stock portfolio, and Financial Partners Group, Inc now holds 0.34% of the outstanding Invesco S&P MidCap Momentum ETF(XMMO) stock.

The initial trade took place in 2024Q4. And since then Financial Partners Group, Inc has made 3 purchases of XMMO, at an average price of $121.99, for a total of 106,346.00 shares. Based on historical transaction data and XMMO's current price of $130.08, Financial Partners Group, Inc's estimated gain on his XMMO holdings is $860,582.41, reflecting a 6.63% gain to date.

Financial Partners Group, Inc XMMO ($130.08) Holding Chart

Financial Partners Group, Inc XMMO ($130.08) 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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