BDO Wealth Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

BDO Wealth Advisors’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
2021 Q1	–	Sell	-1,454	Closed	-$114K	–	1276
2020 Q4	$114K	Sell	1,454 -72	-5%	-$5.21K	0.02%	274
2020 Q3	$101K	Sell	1,526 -14	-0.9%	-$897	0.02%	268
2020 Q2	$91K	Hold	1,540	–	–	0.02%	278
2020 Q1	$76K	Hold	1,540	–	–	0.02%	303
2019 Q4	$94K	Hold	1,540	–	–	0.02%	253
2019 Q3	$90K	Hold	1,540	–	–	0.02%	264
2019 Q2	$91K	Buy	+1,540	New	+$89.2K	0.02%	256

Other funds holding XMMO

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

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

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

BDO Wealth Advisors's XMMO Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2021, closing a stake of 1,454 shares — an estimated $114K sold.

BDO Wealth Advisors first reported a position in XMMO in Q2 2019 and held it in 7 quarters. The position peaked at $114K in Q4 2020. 123 funds tracked by Wall St. Rank hold XMMO as of Q1 2021.

BDO Wealth Advisors reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 1,454 Invesco S&P MidCap Momentum ETF shares in Q1 2021, an estimated $114K.
BDO Wealth Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's Invesco S&P MidCap Momentum ETF position peaked at $114K in Q4 2020.
123 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.