Cardan Capital Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Cardan Capital Partners’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 Q3	$11.2M	Buy	132,526 +68,698	+108%	+$5.88M	1.25%	21
2021 Q2	$5.47M	Buy	63,828 +10,880	+21%	+$914K	0.61%	55
2021 Q1	$4.44M	Buy	+52,948	New	+$4.4M	0.53%	58
2020 Q2	–	Sell	-95,411	Closed	-$4.68M	–	249
2020 Q1	$4.68M	Buy	95,411 +11,955	+14%	+$698K	0.78%	34
2019 Q4	$5.1M	Sell	83,456 -96,229	-54%	-$5.71M	0.68%	46
2019 Q3	$9.92M	Buy	179,685 +98,307	+121%	+$5.78M	1.42%	16
2019 Q2	$4.79M	Buy	81,378 +3,890	+5%	+$225K	0.73%	43
2019 Q1	$4.38M	Buy	77,488 +1,686	+2%	+$88.7K	0.71%	41
2018 Q4	$3.41M	Buy	+75,802	New	+$3.62M	0.6%	51

Other funds holding XMMO

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

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

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cardan Capital Partners's XMMO Position: Q3 2021 in Review

Cardan Capital Partners increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 108% in Q3 2021, buying an estimated $5.88M and bringing the position to 132,526 shares worth $11.2M. The position accounts for 1.25% of the portfolio, ranked #21.

Cardan Capital Partners first reported a position in XMMO in Q4 2018 and has held it in 9 quarters since. 128 funds tracked by Wall St. Rank hold XMMO as of Q3 2021.

Cardan Capital Partners held 132,526 shares of Invesco S&P MidCap Momentum ETF worth $11.2M as of Q3 2021.
Cardan Capital Partners bought 68,698 Invesco S&P MidCap Momentum ETF shares in Q3 2021, an estimated $5.88M.
Invesco S&P MidCap Momentum ETF made up 1.25% of Cardan Capital Partners's portfolio in Q3 2021, its #21 holding.
Cardan Capital Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2018 and has held it in 9 quarters since.
128 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.