B
XMMO icon

Bensler’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Bensler’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
2023
Q1 		– Sell
-19,698
Closed -$1.48M – 163
2022
Q4 		$1.48M Buy
19,698
+1,546
+9% +$119K 0.33% 84
2022
Q3 		$1.27M Buy
+18,152
New +$1.39M 0.3% 86

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bensler's XMMO Position: Q1 2023 in Review

Bensler sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2023, closing a stake of 19,698 shares — an estimated $1.48M sold.

Bensler first reported a position in XMMO in Q3 2022 and held it in 2 quarters. The position peaked at $1.48M in Q4 2022. 152 funds tracked by Wall St. Rank hold XMMO as of Q1 2023.

  • Bensler reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Bensler sold 19,698 Invesco S&P MidCap Momentum ETF shares in Q1 2023, an estimated $1.48M.
  • Bensler first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2022 and held it in 2 quarters.
  • Bensler's Invesco S&P MidCap Momentum ETF position peaked at $1.48M in Q4 2022.
  • 152 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2023.

Based on Bensler's 13F filing for Q1 2023, filed 27 Apr 2023.