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Beacon Financial Advisory’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Beacon Financial Advisory’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
-2,968
Closed -$367K – 340
2024
Q4 		$367K Buy
+2,968
New +$377K 0.12% 195

Other funds holding XMMO

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Financial Advisory's XMMO Position: Q1 2025 in Review

Beacon Financial Advisory sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2025, closing a stake of 2,968 shares — an estimated $367K sold.

Beacon Financial Advisory first reported a position in XMMO in Q4 2024 and held it in 1 quarter. The position peaked at $367K in Q4 2024. 333 funds tracked by Wall St. Rank hold XMMO as of Q1 2025.

  • Beacon Financial Advisory reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,968 Invesco S&P MidCap Momentum ETF shares in Q1 2025, an estimated $367K.
  • Beacon Financial Advisory first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2024 and held it in 1 quarter.
  • Beacon Financial Advisory's Invesco S&P MidCap Momentum ETF position peaked at $367K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2025.

Based on Beacon Financial Advisory's 13F filing for Q1 2025, filed 24 Apr 2025.