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BerganKDV Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

BerganKDV Wealth Management’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
2020
Q2 		– Sell
-2,113
Closed -$104K – 1111
2020
Q1 		$104K Buy
+2,113
New +$123K 0.02% 256

Other funds holding XMMO

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BerganKDV Wealth Management's XMMO Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2020, closing a stake of 2,113 shares — an estimated $104K sold.

BerganKDV Wealth Management first reported a position in XMMO in Q1 2020 and held it in 1 quarter. The position peaked at $104K in Q1 2020. 93 funds tracked by Wall St. Rank hold XMMO as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2,113 Invesco S&P MidCap Momentum ETF shares in Q2 2020, an estimated $104K.
  • BerganKDV Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $104K in Q1 2020.
  • 93 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.