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

Almanack 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
2024 Q3	–	Sell	-2,585	Closed	-$295K	–	192
2024 Q2	$295K	Buy	+2,585	New	+$292K	0.05%	144
2022 Q1	–	Sell	-17,070	Closed	-$1.55M	–	537
2021 Q4	$1.55M	Buy	17,070 +55	+0.3%	+$4.98K	0.13%	110
2021 Q3	$1.43M	Buy	+17,015	New	+$1.46M	0.13%	125
2021 Q2	–	Sell	-3,153	Closed	-$264K	–	487
2021 Q1	$264K	Sell	3,153 -19,713	-86%	-$1.64M	0.03%	341
2020 Q4	$1.79M	Buy	22,866 +5,541	+32%	+$401K	0.2%	73
2020 Q3	$1.21M	Buy	+17,325	New	+$1.11M	0.15%	95

Other funds holding XMMO

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

RJFSA

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

Almanack Investment Partners's XMMO Position: Q3 2024 in Review

Almanack Investment Partners sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2024, closing a stake of 2,585 shares — an estimated $295K sold.

Almanack Investment Partners first reported a position in XMMO in Q3 2020 and held it in 6 quarters. The position peaked at $1.79M in Q4 2020. 261 funds tracked by Wall St. Rank hold XMMO as of Q3 2024.

Almanack Investment Partners reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2024 after selling out during the quarter.
Almanack Investment Partners sold 2,585 Invesco S&P MidCap Momentum ETF shares in Q3 2024, an estimated $295K.
Almanack Investment Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2020 and held it in 6 quarters.
Almanack Investment Partners's Invesco S&P MidCap Momentum ETF position peaked at $1.79M in Q4 2020.
261 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2024.

Based on Almanack Investment Partners's 13F filing for Q3 2024, filed 31 Oct 2024.