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

CMC Financial Group’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
2020 Q1	–	Sell	-186,710	Closed	-$11.4M	–	42
2019 Q4	$11.4M	Buy	+186,710	New	+$11.1M	9.7%	4
2019 Q2	–	Sell	-69,638	Closed	-$3.94M	–	56
2019 Q1	$3.94M	Buy	+69,638	New	+$3.66M	3.67%	7

Other funds holding XMMO

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CCP

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

CMC Financial Group's XMMO Position: Q1 2020 in Review

CMC Financial Group sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2020, closing a stake of 186,710 shares — an estimated $11.4M sold.

CMC Financial Group first reported a position in XMMO in Q1 2019 and held it in 2 quarters. The position peaked at $11.4M in Q4 2019. 95 funds tracked by Wall St. Rank hold XMMO as of Q1 2020.

CMC Financial Group reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2020 after selling out during the quarter.
CMC Financial Group sold 186,710 Invesco S&P MidCap Momentum ETF shares in Q1 2020, an estimated $11.4M.
CMC Financial Group first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and held it in 2 quarters.
CMC Financial Group's Invesco S&P MidCap Momentum ETF position peaked at $11.4M in Q4 2019.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2020.

Based on CMC Financial Group's 13F filing for Q1 2020, filed 6 May 2020.