CAPTRUST Financial Advisors
XMMO icon

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

CAPTRUST 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
2025
Q3 		– Sell
-1,754
Closed -$226K – 2732
2025
Q2 		$226K Buy
+1,754
New +$210K ﹤0.01% 2216
2022
Q3 		– Sell
-373
Closed -$27K – 4100
2022
Q2 		$27K Buy
373
+115
+45% +$9.19K ﹤0.01% 3205
2022
Q1 		$22K Sell
258
-531
-67% -$45.3K ﹤0.01% 3332
2021
Q4 		$72K Buy
789
+531
+206% +$48.1K ﹤0.01% 2397
2021
Q3 		$22K Hold
258
– – ﹤0.01% 3101
2021
Q2 		$22K Hold
258
– – ﹤0.01% 3052
2021
Q1 		$22K Hold
258
– – ﹤0.01% 2948
2020
Q4 		$20K Hold
258
– – ﹤0.01% 2258
2020
Q3 		$17K Sell
258
-592
-70% -$37.9K ﹤0.01% 2057
2020
Q2 		$51K Buy
+850
New +$47.3K ﹤0.01% 1626

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return