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

Cahill 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
2021
Q4 		– Sell
-62
Closed -$5K – 807
2021
Q3 		$5K Buy
+62
New +$5.31K ﹤0.01% 697

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return

Cahill Financial Advisors's XMMO Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2021, closing a stake of 62 shares — an estimated $5K sold.

Cahill Financial Advisors first reported a position in XMMO in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 147 funds tracked by Wall St. Rank hold XMMO as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 62 Invesco S&P MidCap Momentum ETF shares in Q4 2021, an estimated $5K.
  • Cahill Financial Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Invesco S&P MidCap Momentum ETF position peaked at $5K in Q3 2021.
  • 147 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.