Cary Street Partners Investment Advisory’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-250	Closed	-$20.1K	–	1802
2023 Q3	$20.1K	Hold	250	–	–	﹤0.01%	1122
2023 Q2	$19.9K	Hold	250	–	–	﹤0.01%	1050
2023 Q1	$18.9K	Hold	250	–	–	﹤0.01%	993
2022 Q4	$18.8K	Buy	+250	New	+$19.2K	﹤0.01%	996

Other funds holding XMMO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

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

Cary Street Partners Investment Advisory's XMMO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2023, closing a stake of 250 shares — an estimated $20.1K sold.

Cary Street Partners Investment Advisory first reported a position in XMMO in Q4 2022 and held it in 4 quarters. The position peaked at $20.1K in Q3 2023. 171 funds tracked by Wall St. Rank hold XMMO as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 250 Invesco S&P MidCap Momentum ETF shares in Q4 2023, an estimated $20.1K.
Cary Street Partners Investment Advisory first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Invesco S&P MidCap Momentum ETF position peaked at $20.1K in Q3 2023.
171 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.