Kellett Wealth Advisors, LLC XMMO Holdings History
Kellett Wealth Advisors, LLC's Invesco S&P MidCap Momentum ETF Holding Summary
As of 2025-03-31, Kellett Wealth Advisors, LLC held 31,993.00 shares of Invesco S&P MidCap Momentum ETF(XMMO), totaling $3.64 Mil. This investment constitutes 2.52% of their stock portfolio, and Kellett Wealth Advisors, LLC now holds 0.11% of the outstanding Invesco S&P MidCap Momentum ETF(XMMO) stock.
The initial trade took place in 2021Q4. And since then Kellett Wealth Advisors, LLC has made 4 purchases of XMMO, at an average price of $112.02, for a total of 35,293.00 shares. In addition, there have been 1 sales at an average price of $79.72 for 3,300.00 shares. Based on historical transaction data and XMMO's current price of $130.97, Kellett Wealth Advisors, LLC's estimated gain on his XMMO holdings is $499,628.74, reflecting a 12.64% gain to date.
Kellett Wealth Advisors, LLC XMMO ($130.97) Holding Chart
Kellett Wealth Advisors, LLC XMMO ($130.97) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
