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Cardan Capital Partners’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Cardan Capital Partners’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$752K Sell
16,839
-27,510
-62% -$1.25M 0.08% 138
2021
Q2 		$2.01M Buy
+44,349
New +$2.06M 0.22% 108

Other funds holding XMVM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

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

Cardan Capital Partners reduced its Invesco S&P MidCap Value with Momentum ETF (XMVM) stake by 62% in Q3 2021, selling an estimated $1.25M and leaving 16,839 shares worth $752K. The position accounts for 0.08% of the portfolio, ranked #138.

Cardan Capital Partners first reported a position in XMVM in Q2 2021 and has held it in 2 quarters since. The position peaked at $2.01M in Q2 2021. 51 funds tracked by Wall St. Rank hold XMVM as of Q3 2021.

  • Cardan Capital Partners held 16,839 shares of Invesco S&P MidCap Value with Momentum ETF worth $752K as of Q3 2021.
  • Cardan Capital Partners sold 27,510 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2021, an estimated $1.25M.
  • Invesco S&P MidCap Value with Momentum ETF made up 0.08% of Cardan Capital Partners's portfolio in Q3 2021, its #138 holding.
  • Cardan Capital Partners first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2021 and has held it in 2 quarters since.
  • Cardan Capital Partners's Invesco S&P MidCap Value with Momentum ETF position peaked at $2.01M in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2021.

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