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AIFG Consultants’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

AIFG Consultants’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
2024
Q4 		– Sell
-3,773
Closed -$454K – 58
2024
Q3 		$454K Buy
+3,773
New +$438K 0.34% 32

Other funds holding XMMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIFG Consultants's XMMO Position: Q4 2024 in Review

AIFG Consultants sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2024, closing a stake of 3,773 shares — an estimated $454K sold.

AIFG Consultants first reported a position in XMMO in Q3 2024 and held it in 1 quarter. The position peaked at $454K in Q3 2024. 371 funds tracked by Wall St. Rank hold XMMO as of Q4 2024.

  • AIFG Consultants reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • AIFG Consultants sold 3,773 Invesco S&P MidCap Momentum ETF shares in Q4 2024, an estimated $454K.
  • AIFG Consultants first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2024 and held it in 1 quarter.
  • AIFG Consultants's Invesco S&P MidCap Momentum ETF position peaked at $454K in Q3 2024.
  • 371 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2024.

Based on AIFG Consultants's 13F filing for Q4 2024, filed 29 Jan 2025.