Arete Wealth Advisors’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Arete Wealth Advisors’s Portfolio XMVM Stock Details XMVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-24,829	Closed	-$1.09B	–	724
2022 Q4	$1.09B	Buy	+24,829	New	+$1.09M	0.1%	185
2021 Q1	–	Sell	-10,171	Closed	-$364K	–	452
2020 Q4	$364K	Buy	+10,171	New	+$338K	0.05%	278

Other funds holding XMVM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MTWM

Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Arete Wealth Advisors's XMVM Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q1 2023, closing a stake of 24,829 shares — an estimated $1.09B sold.

Arete Wealth Advisors first reported a position in XMVM in Q4 2020 and held it in 2 quarters. The position peaked at $1.09B in Q4 2022. 59 funds tracked by Wall St. Rank hold XMVM as of Q1 2023.

Arete Wealth Advisors reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q1 2023 after selling out during the quarter.
Arete Wealth Advisors sold 24,829 Invesco S&P MidCap Value with Momentum ETF shares in Q1 2023, an estimated $1.09B.
Arete Wealth Advisors first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2020 and held it in 2 quarters.
Arete Wealth Advisors's Invesco S&P MidCap Value with Momentum ETF position peaked at $1.09B in Q4 2022.
59 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.