BI
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Berkeley Inc’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Berkeley Inc’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 		– Sell
-3,049
Closed -$350K – 71
2024
Q1 		$350K Sell
3,049
-38
-1% -$3.85K 0.21% 52
2023
Q4 		$277K Sell
3,087
-326
-10% -$26.8K 0.17% 59
2023
Q3 		$275K Sell
3,413
-96
-3% -$7.8K 0.19% 66
2023
Q2 		$279K Sell
3,509
-19
-0.5% -$1.43K 0.19% 67
2023
Q1 		$266K Buy
3,528
+6
+0.2% +$460 0.19% 67
2022
Q4 		$265K Buy
3,522
+122
+4% +$9.37K 0.2% 66
2022
Q3 		$237K Buy
+3,400
New +$260K 0.2% 69

Other funds holding XMMO

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TAF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return