BMS Financial Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

BMS Financial Advisors’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
2023 Q2	$3.33M	Buy	+41,886	New	+$3.16M	2.17%	16

Other funds holding XMMO

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BMS Financial Advisors's XMMO Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2023: 41,886 shares worth $3.33M. The stake represents 2.17% of the portfolio and ranks #16 among its holdings.

154 funds tracked by Wall St. Rank hold XMMO as of Q2 2023.

BMS Financial Advisors held 41,886 shares of Invesco S&P MidCap Momentum ETF worth $3.33M as of Q2 2023.
Invesco S&P MidCap Momentum ETF was a new BMS Financial Advisors position in Q2 2023.
Invesco S&P MidCap Momentum ETF made up 2.17% of BMS Financial Advisors's portfolio in Q2 2023, its #16 holding.
154 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.