Blue Capital Inc’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Blue Capital 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 Q4	$809K	Buy	+6,546	New	+$831K	0.57%	49

Other funds holding XMMO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blue Capital Inc's XMMO Position: Q4 2024 in Review

Blue Capital Inc opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2024: 6,546 shares worth $809K. The stake represents 0.57% of the portfolio and ranks #49 among its holdings.

371 funds tracked by Wall St. Rank hold XMMO as of Q4 2024.

Blue Capital Inc held 6,546 shares of Invesco S&P MidCap Momentum ETF worth $809K as of Q4 2024.
Invesco S&P MidCap Momentum ETF was a new Blue Capital Inc position in Q4 2024.
Invesco S&P MidCap Momentum ETF made up 0.57% of Blue Capital Inc's portfolio in Q4 2024, its #49 holding.
371 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2024.

Based on Blue Capital Inc's 13F filing for Q4 2024, filed 14 Feb 2025.