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AlphaStar Capital Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

AlphaStar Capital Management’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
2022
Q2 		– Sell
-5,096
Closed -$440K – 408
2022
Q1 		$440K Sell
5,096
-23,452
-82% -$2M 0.04% 262
2021
Q4 		$2.52M Sell
28,548
-135
-0.5% -$12.2K 0.2% 100
2021
Q3 		$2.58M Buy
28,683
+705
+3% +$60.4K 0.18% 108
2021
Q2 		$2.4M Buy
27,978
+92
+0.3% +$7.72K 0.31% 72
2021
Q1 		$2.34M Sell
27,886
-1,593
-5% -$132K 0.36% 64
2020
Q4 		$2.41M Buy
29,479
+332
+1% +$24K 0.41% 58
2020
Q3 		$2.06M Buy
+29,147
New +$1.87M 0.41% 60

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return