Aspire Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Aspire Wealth 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
2024 Q3	$12.7M	Buy	105,435 +1,230	+1%	+$143K	6.83%	1
2024 Q2	$11.9M	Buy	104,205 +3,286	+3%	+$371K	6.8%	1
2024 Q1	$11.6M	Buy	100,919 +277	+0.3%	+$28.1K	7%	1
2023 Q4	$9.04M	Buy	100,642 +2,838	+3%	+$233K	6.14%	1
2023 Q3	$7.87M	Buy	97,804 +1,734	+2%	+$141K	5.99%	2
2023 Q2	$7.64M	Sell	96,070 -294	-0.3%	-$22.2K	5.78%	2
2023 Q1	$7.28M	Buy	96,364 +1,553	+2%	+$119K	5.91%	2
2022 Q4	$7.14M	Buy	94,811 +10,604	+13%	+$814K	6.22%	2
2022 Q3	$5.88M	Buy	84,207 +6,521	+8%	+$499K	5.54%	2
2022 Q2	$5.53M	Buy	77,686 +594	+0.8%	+$47.4K	5.09%	2
2022 Q1	$6.66M	Buy	77,092 +4,064	+6%	+$347K	5.27%	3
2021 Q4	$6.64M	Buy	+73,028	New	+$6.61M	5.38%	3

Other funds holding XMMO

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Aspire Wealth Management's XMMO Position: Q3 2024 in Review

Aspire Wealth Management increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 1.2% in Q3 2024, buying an estimated $143K and bringing the position to 105,435 shares worth $12.7M. The position accounts for 6.83% of the portfolio, ranked #1.

Aspire Wealth Management first reported a position in XMMO in Q4 2021 and has held it in 12 quarters since. 261 funds tracked by Wall St. Rank hold XMMO as of Q3 2024.

Aspire Wealth Management held 105,435 shares of Invesco S&P MidCap Momentum ETF worth $12.7M as of Q3 2024.
Aspire Wealth Management bought 1,230 Invesco S&P MidCap Momentum ETF shares in Q3 2024, an estimated $143K.
Invesco S&P MidCap Momentum ETF made up 6.83% of Aspire Wealth Management's portfolio in Q3 2024, its #1 holding.
Aspire Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and has held it in 12 quarters since.
261 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.