XMMO INVESCO EXCHANGE TRADED FD T

Ownership history in LOWERY THOMAS, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC reported a position in INVESCO EXCHANGE TRADED FD T (XMMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.27% (2024 Q4)
Avg. % of fund
1.89%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 25,689 +215 +0.8% 2.01% $3.6M $138.46
2025 Q3 ADDED 25,474 +1,332 +5.5% 1.99% $3.4M $135.01
2025 Q2 REDUCED 24,142 -2,471 -9.3% 1.99% $3.1M $128.20
2025 Q1 REDUCED 26,613 -1,569 -5.6% 2.07% $3.0M $113.09
2024 Q4 ADDED 28,182 +1,232 +4.6% 2.27% $3.5M $122.48
2024 Q3 ADDED 26,950 +1,430 +5.6% 2.20% $3.2M $119.17
2024 Q2 ADDED 25,520 +945 +3.8% 2.12% $2.9M $112.79
2024 Q1 ADDED 24,575 +4,167 +20.4% 2.16% $2.8M $113.60
2023 Q4 ADDED 20,408 +3,131 +18.1% 1.57% $1.8M $88.74
2023 Q3 REDUCED 17,277 -736 -4.1% 1.33% $1.4M $79.44
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% of Fund (quarterly)    XMMO price (monthly, adj. close)
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