Ahrens Investment Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$441K	Sell	5,847 -1,535	-21%	-$118K	0.22%	84
2022 Q4	$556K	Buy	7,382 +268	+4%	+$20.6K	0.25%	75
2022 Q3	$496K	Sell	7,114 -700	-9%	-$53.6K	0.26%	69
2022 Q2	$556K	Sell	7,814 -180	-2%	-$14.4K	0.25%	77
2022 Q1	$690K	Buy	7,994 +7,559	+1,738%	+$645K	0.22%	80
2021 Q4	$40K	Buy	+435	New	+$39.4K	0.02%	458

Other funds holding XMMO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ahrens Investment Partners's XMMO Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 21% in Q1 2023, selling an estimated $118K and leaving 5,847 shares worth $441K. The position accounts for 0.22% of the portfolio, ranked #84.

Ahrens Investment Partners first reported a position in XMMO in Q4 2021 and has held it in 6 quarters since. The position peaked at $690K in Q1 2022. 152 funds tracked by Wall St. Rank hold XMMO as of Q1 2023.

Ahrens Investment Partners held 5,847 shares of Invesco S&P MidCap Momentum ETF worth $441K as of Q1 2023.
Ahrens Investment Partners sold 1,535 Invesco S&P MidCap Momentum ETF shares in Q1 2023, an estimated $118K.
Invesco S&P MidCap Momentum ETF made up 0.22% of Ahrens Investment Partners's portfolio in Q1 2023, its #84 holding.
Ahrens Investment Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 6 quarters since.
Ahrens Investment Partners's Invesco S&P MidCap Momentum ETF position peaked at $690K in Q1 2022.
152 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.