Claraphi Advisory Network’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-1,465	Closed	-$33K	–	1212
2020 Q1	$33K	Buy	+1,465	New	+$45.5K	0.02%	548
2019 Q4	–	Sell	-1,465	Closed	-$47K	–	414
2019 Q3	$47K	Buy	+1,465	New	+$46.3K	0.03%	275

Other funds holding XMVM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Claraphi Advisory Network's XMVM Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2020, closing a stake of 1,465 shares — an estimated $33K sold.

Claraphi Advisory Network first reported a position in XMVM in Q3 2019 and held it in 2 quarters. The position peaked at $47K in Q3 2019. 24 funds tracked by Wall St. Rank hold XMVM as of Q2 2020.

Claraphi Advisory Network reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 1,465 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2020, an estimated $33K.
Claraphi Advisory Network first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's Invesco S&P MidCap Value with Momentum ETF position peaked at $47K in Q3 2019.
24 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.