AIP
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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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return