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

Destiny 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
2021
Q2 		– Sell
-220
Closed -$18K – 533
2021
Q1 		$18K Hold
220
– – ﹤0.01% 372
2020
Q4 		$17K Buy
+220
New +$15.9K ﹤0.01% 377

Other funds holding XMMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Destiny Wealth Partners's XMMO Position: Q2 2021 in Review

Destiny Wealth Partners sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2021, closing a stake of 220 shares — an estimated $18K sold.

Destiny Wealth Partners first reported a position in XMMO in Q4 2020 and held it in 2 quarters. The position peaked at $18K in Q1 2021. 130 funds tracked by Wall St. Rank hold XMMO as of Q2 2021.

  • Destiny Wealth Partners reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Destiny Wealth Partners sold 220 Invesco S&P MidCap Momentum ETF shares in Q2 2021, an estimated $18K.
  • Destiny Wealth Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and held it in 2 quarters.
  • Destiny Wealth Partners's Invesco S&P MidCap Momentum ETF position peaked at $18K in Q1 2021.
  • 130 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2021.

Based on Destiny Wealth Partners's 13F filing for Q2 2021, filed 27 Jul 2021.