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

Baystate 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
2023
Q4 		$4.51K Hold
50
– – ﹤0.01% 915
2023
Q3 		$4.04K Hold
50
– – ﹤0.01% 708
2023
Q2 		$3.98K Buy
+50
New +$3.77K ﹤0.01% 740

Other funds holding XMMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baystate Wealth Management's XMMO Position: Q4 2023 in Review

Baystate Wealth Management held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q4 2023 at 50 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Baystate Wealth Management first reported a position in XMMO in Q2 2023 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold XMMO as of Q4 2023.

  • Baystate Wealth Management held 50 shares of Invesco S&P MidCap Momentum ETF worth $4.51K as of Q4 2023.
  • Baystate Wealth Management left its Invesco S&P MidCap Momentum ETF share count unchanged in Q4 2023.
  • Invesco S&P MidCap Momentum ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #915 holding.
  • Baystate Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2023 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.