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

Belpointe Asset 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
2023 Q2	–	Sell	-301	Closed	-$13.1K	–	3421
2023 Q1	$13.1K	Hold	301	–	–	﹤0.01%	2553
2022 Q4	$13.3K	Buy	+301	New	+$13.2K	﹤0.01%	2459

Other funds holding XMVM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJFSA

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

Belpointe Asset Management's XMVM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2023, closing a stake of 301 shares — an estimated $13.1K sold.

Belpointe Asset Management first reported a position in XMVM in Q4 2022 and held it in 2 quarters. The position peaked at $13.3K in Q4 2022. 60 funds tracked by Wall St. Rank hold XMVM as of Q2 2023.

Belpointe Asset Management reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 301 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2023, an estimated $13.1K.
Belpointe Asset Management first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Invesco S&P MidCap Value with Momentum ETF position peaked at $13.3K in Q4 2022.
60 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.