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Diversified’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Diversified’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
Q3 		$2.31M Sell
19,183
-665
-3% -$77.1K 0.25% 38
2024
Q2 		$2.26M Sell
19,848
-191
-1% -$21.6K 0.27% 36
2024
Q1 		$2.3M Sell
20,039
-848
-4% -$85.9K 0.32% 23
2023
Q4 		$1.88M Sell
20,887
-962
-4% -$79.1K 0.41% 24
2023
Q3 		$1.76M Sell
21,849
-337
-2% -$27.4K 0.46% 24
2023
Q2 		$1.76M Sell
22,186
-993
-4% -$74.9K 0.45% 25
2023
Q1 		$1.75M Sell
23,179
-1,115
-5% -$85.4K 0.63% 22
2022
Q4 		$1.83M Sell
24,294
-1,636
-6% -$126K 0.72% 20
2022
Q3 		$1.81M Sell
25,930
-7,412
-22% -$567K 0.91% 20
2022
Q2 		$2.37M Sell
33,342
-4,687
-12% -$374K 0.98% 23
2022
Q1 		$3.28M Sell
38,029
-3,478
-8% -$297K 1.34% 18
2021
Q4 		$3.77M Sell
41,507
-4,769
-10% -$432K 1.6% 15
2021
Q3 		$3.89M Sell
46,276
-9,637
-17% -$825K 2.07% 12
2021
Q2 		$4.79M Sell
55,913
-10,334
-16% -$868K 2.67% 10
2021
Q1 		$5.55M Buy
66,247
+244
+0.4% +$20.3K 4.27% 5
2020
Q4 		$4.37M Buy
+66,003
New +$4.78M 3.72% 5

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Diversified's XMMO Position: Q3 2024 in Review

Diversified reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 3.4% in Q3 2024, selling an estimated $77.1K and leaving 19,183 shares worth $2.31M. The position accounts for 0.25% of the portfolio, ranked #38.

Diversified first reported a position in XMMO in Q4 2020 and has held it in 16 quarters since. The position peaked at $5.55M in Q1 2021. 261 funds tracked by Wall St. Rank hold XMMO as of Q3 2024.

  • Diversified held 19,183 shares of Invesco S&P MidCap Momentum ETF worth $2.31M as of Q3 2024.
  • Diversified sold 665 Invesco S&P MidCap Momentum ETF shares in Q3 2024, an estimated $77.1K.
  • Invesco S&P MidCap Momentum ETF made up 0.25% of Diversified's portfolio in Q3 2024, its #38 holding.
  • Diversified first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2020 and has held it in 16 quarters since.
  • Diversified's Invesco S&P MidCap Momentum ETF position peaked at $5.55M in Q1 2021.
  • 261 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.