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

Castleview 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
2025
Q1 		– Sell
-295
Closed -$36.5K – 587
2024
Q4 		$36.5K Hold
295
– – 0.02% 393
2024
Q3 		$35.5K Hold
295
– – 0.02% 373
2024
Q2 		$33.6K Hold
295
– – 0.02% 376
2024
Q1 		$33.9K Hold
295
– – 0.02% 396
2023
Q4 		$26.5K Hold
295
– – 0.02% 398
2023
Q3 		$23.8K Hold
295
– – 0.02% 340
2023
Q2 		$23.5K Hold
295
– – 0.02% 341
2023
Q1 		$22.3K Hold
295
– – 0.02% 332
2022
Q4 		$22.2K Buy
+295
New +$22.7K 0.02% 290

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Castleview Partners's XMMO Position: Q1 2025 in Review

Castleview Partners sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2025, closing a stake of 295 shares — an estimated $36.5K sold.

Castleview Partners first reported a position in XMMO in Q4 2022 and held it in 9 quarters. The position peaked at $36.5K in Q4 2024. 333 funds tracked by Wall St. Rank hold XMMO as of Q1 2025.

  • Castleview Partners reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 295 Invesco S&P MidCap Momentum ETF shares in Q1 2025, an estimated $36.5K.
  • Castleview Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2022 and held it in 9 quarters.
  • Castleview Partners's Invesco S&P MidCap Momentum ETF position peaked at $36.5K in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.