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AAS
Ameritas Advisory Services’s
Invesco S&P MidCap Momentum ETF
XMMO
Stock Holding History
Ameritas Advisory Services’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
2026
Q1
$1.95M
Buy
13,416
+736
+6%
+$106K
0.08%
232
2025
Q4
$1.76M
Buy
12,680
+7,497
+145%
+$1.03M
0.07%
250
2025
Q3
$701K
Sell
5,183
-35,397
-87%
-$4.66M
0.05%
313
2025
Q2
$5.22M
Sell
40,580
-879
-2%
-$105K
0.27%
74
2025
Q1
$4.73M
Buy
41,459
+1,297
+3%
+$160K
0.19%
119
2024
Q4
$4.96M
Sell
40,162
-3,781
-9%
-$480K
0.17%
124
2024
Q3
$5.29M
Buy
43,943
+9,304
+27%
+$1.08M
0.23%
103
2024
Q2
$3.95M
Sell
34,639
-294
-0.8%
-$33.2K
0.15%
141
2024
Q1
$4.01M
Buy
34,933
+6,445
+23%
+$653K
0.17%
123
2023
Q4
$2.57M
Buy
28,488
+25,857
+983%
+$2.13M
0.14%
142
2023
Q3
$210K
Buy
+2,631
New
+$214K
0.01%
740
2023
Q2
–
Sell
-3,123
Closed
-$236K
–
2556
2023
Q1
$236K
Sell
3,123
-6,907
-69%
-$529K
0.01%
718
2022
Q4
$755K
Sell
10,030
-6,478
-39%
-$498K
0.04%
421
2022
Q3
$1.15M
Buy
16,508
+613
+4%
+$46.9K
0.07%
255
2022
Q2
$1.13M
Sell
15,895
-5,038
-24%
-$402K
0.07%
269
2022
Q1
$1.81M
Sell
20,933
-1,154
-5%
-$98.4K
0.07%
229
2021
Q4
$2.01M
Buy
+22,087
New
+$2M
0.07%
215
Other funds holding XMMO
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
VIA
Vantagepoint Investment Advisers
Washington, District of Columbia
$11.8B AUM
9.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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