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

Centaurus Financial’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	–	Sell	-1,205	Closed	-$103K	–	960
2021 Q2	$103K	Buy	+1,205	New	+$101K	0.01%	863
2019 Q3	–	Sell	-12,240	Closed	-$720K	–	599
2019 Q2	$720K	Sell	12,240 -24,611	-67%	-$1.43M	0.11%	212
2019 Q1	$2.08M	Buy	+36,851	New	+$1.94M	0.36%	70
2018 Q3	–	Sell	-32	Closed	-$2K	–	2066
2018 Q2	$2K	Buy	+32	New	+$1.53K	﹤0.01%	2033

Other funds holding XMMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 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 $3.18B AUM 21.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centaurus Financial's XMMO Position: Q3 2021 in Review

Centaurus Financial sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2021, closing a stake of 1,205 shares — an estimated $103K sold.

Centaurus Financial first reported a position in XMMO in Q2 2018 and held it in 4 quarters. The position peaked at $2.08M in Q1 2019. 128 funds tracked by Wall St. Rank hold XMMO as of Q3 2021.

Centaurus Financial reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2021 after selling out during the quarter.
Centaurus Financial sold 1,205 Invesco S&P MidCap Momentum ETF shares in Q3 2021, an estimated $103K.
Centaurus Financial first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2018 and held it in 4 quarters.
Centaurus Financial's Invesco S&P MidCap Momentum ETF position peaked at $2.08M in Q1 2019.
128 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2021.

Based on Centaurus Financial's 13F filing for Q3 2021, filed 12 Nov 2021.