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

Blue Trust 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
Q1 		– Sell
-300
Closed -$24K – 2741
2023
Q4 		$24K Buy
+300
New +$24.7K ﹤0.01% 1218

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Trust Inc's XMMO Position: Q1 2024 in Review

Blue Trust Inc sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2024, closing a stake of 300 shares — an estimated $24K sold.

Blue Trust Inc first reported a position in XMMO in Q4 2023 and held it in 1 quarter. The position peaked at $24K in Q4 2023. 214 funds tracked by Wall St. Rank hold XMMO as of Q1 2024.

  • Blue Trust Inc reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 300 Invesco S&P MidCap Momentum ETF shares in Q1 2024, an estimated $24K.
  • Blue Trust Inc first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2023 and held it in 1 quarter.
  • Blue Trust Inc's Invesco S&P MidCap Momentum ETF position peaked at $24K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.