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

Avior 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
2025
Q1 		– Sell
-200
Closed -$24.7K – 2371
2024
Q4 		$24.7K Hold
200
– – ﹤0.01% 1363
2024
Q3 		$24.1K Sell
200
-100
-33% -$11.6K ﹤0.01% 1340
2024
Q2 		$34.2K Buy
+300
New +$33.9K ﹤0.01% 1223

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Avior Wealth Management's XMMO Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2025, closing a stake of 200 shares — an estimated $24.7K sold.

Avior Wealth Management first reported a position in XMMO in Q2 2024 and held it in 3 quarters. The position peaked at $34.2K in Q2 2024. 335 funds tracked by Wall St. Rank hold XMMO as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 200 Invesco S&P MidCap Momentum ETF shares in Q1 2025, an estimated $24.7K.
  • Avior Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $34.2K in Q2 2024.
  • 335 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.