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Barometer Capital Management’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Barometer Capital Management’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
2022
Q2 		– Sell
-11,000
Closed -$530K – 131
2022
Q1 		$530K Buy
+11,000
New +$528K 0.1% 105

Other funds holding XMVM

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Barometer Capital Management's XMVM Position: Q2 2022 in Review

Barometer Capital Management sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2022, closing a stake of 11,000 shares — an estimated $530K sold.

Barometer Capital Management first reported a position in XMVM in Q1 2022 and held it in 1 quarter. The position peaked at $530K in Q1 2022. 62 funds tracked by Wall St. Rank hold XMVM as of Q2 2022.

  • Barometer Capital Management reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Barometer Capital Management sold 11,000 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2022, an estimated $530K.
  • Barometer Capital Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2022 and held it in 1 quarter.
  • Barometer Capital Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $530K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2022.

Based on Barometer Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.