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Benjamin F. Edwards & Company’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$2.08M Sell
18,263
-897
-5% -$101K 0.04% 367
2024
Q1 		$2.2M Buy
19,160
+308
+2% +$31.2K 0.04% 347
2023
Q4 		$1.69M Buy
18,852
+453
+2% +$37.2K 0.03% 372
2023
Q3 		$1.48M Buy
18,399
+621
+3% +$50.5K 0.06% 287
2023
Q2 		$1.41M Sell
17,778
-1,784
-9% -$134K 0.05% 304
2023
Q1 		$1.48M Sell
19,562
-953
-5% -$73K 0.06% 271
2022
Q4 		$1.54M Buy
20,515
+967
+5% +$74.3K 0.07% 257
2022
Q3 		$1.36M Buy
19,548
+92
+0.5% +$7.04K 0.07% 256
2022
Q2 		$1.38M Sell
19,456
-1,713
-8% -$137K 0.07% 268
2022
Q1 		$1.83M Sell
21,169
-460
-2% -$39.2K 0.08% 246
2021
Q4 		$1.97M Sell
21,629
-52
-0.2% -$4.71K 0.09% 225
2021
Q3 		$1.82M Buy
21,681
+1,340
+7% +$115K 0.09% 222
2021
Q2 		$1.74M Buy
20,341
+615
+3% +$51.6K 0.09% 235
2021
Q1 		$1.65M Sell
19,726
-2,029
-9% -$169K 0.09% 233
2020
Q4 		$1.7M Buy
21,755
+591
+3% +$42.8K 0.1% 216
2020
Q3 		$1.4M Buy
21,164
+540
+3% +$34.6K 0.09% 222
2020
Q2 		$1.22M Sell
20,624
-778
-4% -$43.3K 0.09% 230
2020
Q1 		$1.05M Buy
21,402
+4,442
+26% +$259K 0.09% 222
2019
Q4 		$1.04M Buy
16,960
+466
+3% +$27.6K 0.07% 269
2019
Q3 		$961K Buy
16,494
+729
+5% +$42.9K 0.08% 261
2019
Q2 		$927K Buy
15,765
+6,606
+72% +$383K 0.08% 248
2019
Q1 		$518K Hold
9,159
– – 0.05% 325
2018
Q4 		$412K Sell
9,159
-161
-2% -$7.69K 0.04% 335
2018
Q3 		$510K Buy
9,320
+4,576
+96% +$240K 0.05% 322
2018
Q2 		$232K Buy
+4,744
New +$227K 0.02% 480

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Benjamin F. Edwards & Company's XMMO Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 4.7% in Q2 2024, selling an estimated $101K and leaving 18,263 shares worth $2.08M. The position accounts for 0.04% of the portfolio, ranked #367.

Benjamin F. Edwards & Company first reported a position in XMMO in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.2M in Q1 2024. 242 funds tracked by Wall St. Rank hold XMMO as of Q2 2024.

  • Benjamin F. Edwards & Company held 18,263 shares of Invesco S&P MidCap Momentum ETF worth $2.08M as of Q2 2024.
  • Benjamin F. Edwards & Company sold 897 Invesco S&P MidCap Momentum ETF shares in Q2 2024, an estimated $101K.
  • Invesco S&P MidCap Momentum ETF made up 0.04% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #367 holding.
  • Benjamin F. Edwards & Company first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and has held it in 25 quarters since.
  • Benjamin F. Edwards & Company's Invesco S&P MidCap Momentum ETF position peaked at $2.2M in Q1 2024.
  • 242 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.