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

Bison Wealth’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
2021 Q4	–	Sell	-208	Closed	-$18K	–	492
2021 Q3	$18K	Sell	208 -810	-80%	-$69.4K	0.01%	382
2021 Q2	$87K	Hold	1,018	–	–	0.04%	289
2021 Q1	$85K	Sell	1,018 -280	-22%	-$23.3K	0.04%	290
2020 Q4	$102K	Hold	1,298	–	–	0.05%	261
2020 Q3	$86K	Sell	1,298 -530	-29%	-$33.9K	0.05%	228
2020 Q2	$108K	Sell	1,828 -1,338	-42%	-$74.5K	0.07%	219
2020 Q1	$155K	Hold	3,166	–	–	0.11%	184
2019 Q4	$194K	Buy	+3,166	New	+$188K	0.09%	233

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

RJFSA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MWM

MY Wealth Management Germantown, Maryland $142M AUM 17.58% 1-Year Est. Return

Bison Wealth's XMMO Position: Q4 2021 in Review

Bison Wealth sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2021, closing a stake of 208 shares — an estimated $18K sold.

Bison Wealth first reported a position in XMMO in Q4 2019 and held it in 8 quarters. The position peaked at $194K in Q4 2019. 147 funds tracked by Wall St. Rank hold XMMO as of Q4 2021.

Bison Wealth reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2021 after selling out during the quarter.
Bison Wealth sold 208 Invesco S&P MidCap Momentum ETF shares in Q4 2021, an estimated $18K.
Bison Wealth first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and held it in 8 quarters.
Bison Wealth's Invesco S&P MidCap Momentum ETF position peaked at $194K in Q4 2019.
147 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.