Advisor Group’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Advisor Group’s Portfolio XMMO Stock Details XMMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$10.2M	Buy	166,508 +21,813	+15%	+$1.29M	0.07%	236
2019 Q3	$8.43M	Buy	144,695 +3,083	+2%	+$181K	0.06%	261
2019 Q2	$8.33M	Buy	141,612 +31,719	+29%	+$1.84M	0.06%	257
2019 Q1	$6.22M	Buy	109,893 +40,904	+59%	+$2.15M	0.05%	314
2018 Q4	$3.1M	Buy	68,989 +1,869	+3%	+$89.3K	0.03%	460
2018 Q3	$3.67M	Buy	67,120 +42,762	+176%	+$2.24M	0.04%	426
2018 Q2	$1.19M	Buy	+24,358	New	+$1.17M	0.02%	770

Other funds holding XMMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFG

CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Advisor Group's XMMO Position: Q4 2019 in Review

Advisor Group increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 15% in Q4 2019, buying an estimated $1.29M and bringing the position to 166,508 shares worth $10.2M. The position accounts for 0.07% of the portfolio, ranked #236.

Advisor Group first reported a position in XMMO in Q2 2018 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold XMMO as of Q4 2019.

Advisor Group held 166,508 shares of Invesco S&P MidCap Momentum ETF worth $10.2M as of Q4 2019.
Advisor Group bought 21,813 Invesco S&P MidCap Momentum ETF shares in Q4 2019, an estimated $1.29M.
Invesco S&P MidCap Momentum ETF made up 0.07% of Advisor Group's portfolio in Q4 2019, its #236 holding.
Advisor Group first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.