Concord Wealth Partners’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Concord Wealth Partners’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	–	Sell	-43	Closed	-$3.86K	–	917
2023 Q4	$3.86K	Hold	43	–	–	﹤0.01%	662
2023 Q3	$3.46K	Hold	43	–	–	﹤0.01%	776
2023 Q2	$3.42K	Hold	43	–	–	﹤0.01%	782
2023 Q1	$3.25K	Sell	43 -47	-52%	-$3.6K	﹤0.01%	739
2022 Q4	$6.78K	Buy	+90	New	+$6.91K	﹤0.01%	701
2022 Q3	–	Sell	-219	Closed	-$16K	–	1189
2022 Q2	$16K	Hold	219	–	–	﹤0.01%	598
2022 Q1	$19K	Sell	219 -72	-25%	-$6.14K	﹤0.01%	645
2021 Q4	$26K	Buy	+291	New	+$26.4K	0.01%	592

Other funds holding XMMO

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Concord Wealth Partners's XMMO Position: Q1 2024 in Review

Concord Wealth Partners sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2024, closing a stake of 43 shares — an estimated $3.86K sold.

Concord Wealth Partners first reported a position in XMMO in Q4 2021 and held it in 8 quarters. The position peaked at $26K in Q4 2021. 214 funds tracked by Wall St. Rank hold XMMO as of Q1 2024.

Concord Wealth Partners reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 43 Invesco S&P MidCap Momentum ETF shares in Q1 2024, an estimated $3.86K.
Concord Wealth Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2021 and held it in 8 quarters.
Concord Wealth Partners's Invesco S&P MidCap Momentum ETF position peaked at $26K in Q4 2021.
214 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.