CAN
XMMO icon

Cetera Advisor Networks’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$11.5M Buy
99,742
+25,360
+34% +$2.57M 0.06% 345
2023
Q4 		$6.68M Buy
74,382
+967
+1% +$79.5K 0.04% 459
2023
Q3 		$5.91M Sell
73,415
-3,226
-4% -$262K 0.04% 450
2023
Q2 		$6.09M Buy
76,641
+6,064
+9% +$457K 0.04% 420
2023
Q1 		$5.33M Sell
70,577
-323
-0.5% -$24.8K 0.04% 448
2022
Q4 		$5.34M Buy
70,900
+30,417
+75% +$2.34M 0.04% 444
2022
Q3 		$2.83M Sell
40,483
-16,236
-29% -$1.24M 0.04% 475
2022
Q2 		$4.04M Buy
56,719
+11,744
+26% +$938K 0.05% 371
2022
Q1 		$3.88M Buy
44,975
+431
+1% +$36.8K 0.05% 388
2021
Q4 		$4.05M Buy
44,544
+15,367
+53% +$1.39M 0.05% 361
2021
Q3 		$2.46M Buy
29,177
+2,218
+8% +$190K 0.03% 484
2021
Q2 		$2.31M Buy
26,959
+8,660
+47% +$727K 0.03% 482
2021
Q1 		$1.53M Sell
18,299
-10,221
-36% -$849K 0.03% 439
2020
Q4 		$2.23M Buy
28,520
+2,159
+8% +$156K 0.05% 312
2020
Q3 		$1.75M Buy
26,361
+113
+0.4% +$7.24K 0.05% 333
2020
Q2 		$1.56M Buy
26,248
+3,787
+17% +$211K 0.04% 357
2020
Q1 		$1.1M Buy
22,461
+6,105
+37% +$356K 0.04% 384
2019
Q4 		$1M Buy
16,356
+29
+0.2% +$1.72K 0.03% 494
2019
Q3 		$950K Sell
16,327
-3,918
-19% -$230K 0.03% 481
2019
Q2 		$1.19M Buy
20,245
+6,654
+49% +$385K 0.04% 404
2019
Q1 		$765K Buy
13,591
+7,469
+122% +$393K 0.02% 525
2018
Q4 		$276K Buy
6,122
+1,741
+40% +$83.1K 0.01% 794
2018
Q3 		$240K Buy
+4,381
New +$230K 0.01% 963

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisor Networks's XMMO Position: Q1 2024 in Review

Cetera Advisor Networks increased its Invesco S&P MidCap Momentum ETF (XMMO) stake by 34% in Q1 2024, buying an estimated $2.57M and bringing the position to 99,742 shares worth $11.5M. The position accounts for 0.06% of the portfolio, ranked #345.

Cetera Advisor Networks first reported a position in XMMO in Q3 2018 and has held it in 23 quarters since. 214 funds tracked by Wall St. Rank hold XMMO as of Q1 2024.

  • Cetera Advisor Networks held 99,742 shares of Invesco S&P MidCap Momentum ETF worth $11.5M as of Q1 2024.
  • Cetera Advisor Networks bought 25,360 Invesco S&P MidCap Momentum ETF shares in Q1 2024, an estimated $2.57M.
  • Invesco S&P MidCap Momentum ETF made up 0.06% of Cetera Advisor Networks's portfolio in Q1 2024, its #345 holding.
  • Cetera Advisor Networks first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2018 and has held it in 23 quarters since.
  • 214 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.