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Beacon Capital Management LLC (Tennessee)’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2022
Q4 		– Sell
-112
Closed -$8K – 1056
2022
Q3 		$8K Buy
+112
New +$8.57K ﹤0.01% 526

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s XMMO Position: Q4 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2022, closing a stake of 112 shares — an estimated $8K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XMMO in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 159 funds tracked by Wall St. Rank hold XMMO as of Q4 2022.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 112 Invesco S&P MidCap Momentum ETF shares in Q4 2022, an estimated $8K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2022 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Invesco S&P MidCap Momentum ETF position peaked at $8K in Q3 2022.
  • 159 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2022, filed 27 Jan 2023.