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

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-318
Closed -$42.3K – 2141
2024
Q4 		$42.3K Buy
318
+76
+31% +$9.64K ﹤0.01% 1284
2024
Q3 		$29.1K Hold
242
– – ﹤0.01% 1401
2024
Q2 		$27.6K Buy
242
+129
+114% +$14.6K ﹤0.01% 1420
2024
Q1 		$13K Buy
113
+28
+33% +$2.84K ﹤0.01% 1628
2023
Q4 		$7.63K Hold
85
– – ﹤0.01% 1751
2023
Q3 		$6.84K Hold
85
– – ﹤0.01% 1740
2023
Q2 		$6.76K Hold
85
– – ﹤0.01% 1762
2023
Q1 		$6.42K Hold
85
– – ﹤0.01% 1801
2022
Q4 		$6.4K Hold
85
– – ﹤0.01% 1789
2022
Q3 		$6K Hold
85
– – ﹤0.01% 1626
2022
Q2 		$6K Hold
85
– – ﹤0.01% 1818
2022
Q1 		$7K Sell
85
-1,282
-94% -$109K ﹤0.01% 1799
2021
Q4 		$124K Hold
1,367
– – 0.01% 909
2021
Q3 		$115K Hold
1,367
– – 0.01% 928
2021
Q2 		$117K Sell
1,367
-188
-12% -$15.8K 0.01% 922
2021
Q1 		$130K Buy
1,555
+89
+6% +$7.39K 0.01% 830
2020
Q4 		$115K Hold
1,466
– – 0.01% 831
2020
Q3 		$97K Sell
1,466
-162
-10% -$10.4K 0.01% 798
2020
Q2 		$97K Buy
1,628
+100
+7% +$5.57K 0.01% 740
2020
Q1 		$75K Buy
1,528
+84
+6% +$4.9K 0.01% 753
2019
Q4 		$88K Sell
1,444
-357
-20% -$21.2K 0.01% 756
2019
Q3 		$105K Sell
1,801
-171
-9% -$10.1K 0.03% 437
2019
Q2 		$116K Buy
1,972
+690
+54% +$40K 0.01% 627
2019
Q1 		$72K Buy
+1,282
New +$67.4K 0.01% 761

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Concourse Financial Group Securities's XMMO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2025, closing a stake of 318 shares — an estimated $42.3K sold.

Concourse Financial Group Securities first reported a position in XMMO in Q1 2019 and held it in 24 quarters. The position peaked at $130K in Q1 2021. 333 funds tracked by Wall St. Rank hold XMMO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 318 Invesco S&P MidCap Momentum ETF shares in Q1 2025, an estimated $42.3K.
  • Concourse Financial Group Securities first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and held it in 24 quarters.
  • Concourse Financial Group Securities's Invesco S&P MidCap Momentum ETF position peaked at $130K in Q1 2021.
  • 333 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.