American Portfolios Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

American Portfolios Advisors’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 Q3	$160K	Sell	2,287 -338	-13%	-$25.9K	0.01%	1115
2022 Q2	$187K	Buy	2,625 +690	+36%	+$55.1K	0.01%	1079
2022 Q1	$167K	Buy	1,935 +4	+0.2%	+$341	0.01%	1251
2021 Q4	$176K	Hold	1,931	–	–	0.01%	1222
2021 Q3	$162K	Sell	1,931 -25	-1%	-$2.14K	0.01%	1216
2021 Q2	$167K	Hold	1,956	–	–	0.01%	1187
2021 Q1	$164K	Buy	1,956 +150	+8%	+$12.5K	0.01%	1111
2020 Q4	$141K	Sell	1,806 -1,159	-39%	-$83.9K	0.01%	1020
2020 Q3	$196K	Buy	2,965 +1	+0%	+$64	0.01%	799
2020 Q2	$176K	Sell	2,964 -1,244	-30%	-$69.3K	0.01%	784
2020 Q1	$207K	Sell	4,208 -180	-4%	-$10.5K	0.02%	639
2019 Q4	$268K	Buy	4,388 +405	+10%	+$24K	0.02%	633
2019 Q3	$232K	Hold	3,983	–	–	0.02%	657
2019 Q2	$234K	Buy	3,983 +2,899	+267%	+$168K	0.02%	648
2019 Q1	$61.3K	Buy	+1,084	New	+$57K	0.01%	1103

Other funds holding XMMO

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

American Portfolios Advisors's XMMO Position: Q3 2022 in Review

American Portfolios Advisors reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 13% in Q3 2022, selling an estimated $25.9K and leaving 2,287 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #1115.

American Portfolios Advisors first reported a position in XMMO in Q1 2019 and has held it in 15 quarters since. The position peaked at $268K in Q4 2019. 144 funds tracked by Wall St. Rank hold XMMO as of Q3 2022.

American Portfolios Advisors held 2,287 shares of Invesco S&P MidCap Momentum ETF worth $160K as of Q3 2022.
American Portfolios Advisors sold 338 Invesco S&P MidCap Momentum ETF shares in Q3 2022, an estimated $25.9K.
Invesco S&P MidCap Momentum ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1115 holding.
American Portfolios Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and has held it in 15 quarters since.
American Portfolios Advisors's Invesco S&P MidCap Momentum ETF position peaked at $268K in Q4 2019.
144 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.