CPA
XMMO icon

Clear Point Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Clear Point Advisors’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
Q4 		– Sell
-50
Closed -$6.03K – 545
2024
Q3 		$6.03K Hold
50
– – ﹤0.01% 378
2024
Q2 		$5.7K Buy
+50
New +$5.64K ﹤0.01% 374

Other funds holding XMMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clear Point Advisors's XMMO Position: Q4 2024 in Review

Clear Point Advisors sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2024, closing a stake of 50 shares — an estimated $6.03K sold.

Clear Point Advisors first reported a position in XMMO in Q2 2024 and held it in 2 quarters. The position peaked at $6.03K in Q3 2024. 372 funds tracked by Wall St. Rank hold XMMO as of Q4 2024.

  • Clear Point Advisors reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 50 Invesco S&P MidCap Momentum ETF shares in Q4 2024, an estimated $6.03K.
  • Clear Point Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and held it in 2 quarters.
  • Clear Point Advisors's Invesco S&P MidCap Momentum ETF position peaked at $6.03K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.