Coppell Advisory Solutions Corp’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Coppell Advisory Solutions Corp’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	$1.78M	Buy	+15,456	New	+$1.57M	0.33%	73

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

Coppell Advisory Solutions Corp's XMMO Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2024: 15,456 shares worth $1.78M. The stake represents 0.33% of the portfolio and ranks #73 among its holdings.

214 funds tracked by Wall St. Rank hold XMMO as of Q1 2024.

Coppell Advisory Solutions Corp held 15,456 shares of Invesco S&P MidCap Momentum ETF worth $1.78M as of Q1 2024.
Invesco S&P MidCap Momentum ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
Invesco S&P MidCap Momentum ETF made up 0.33% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #73 holding.
214 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.