EI
XMMO icon

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

Ellevest Inc’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
2019
Q2 		– Sell
-2,272
Closed -$129K – 481
2019
Q1 		$129K Hold
2,272
– – 0.06% 59
2018
Q4 		$102K Buy
+2,272
New +$109K 0.05% 120

Other funds holding XMMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ellevest Inc's XMMO Position: Q2 2019 in Review

Ellevest Inc sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2019, closing a stake of 2,272 shares — an estimated $129K sold.

Ellevest Inc first reported a position in XMMO in Q4 2018 and held it in 2 quarters. The position peaked at $129K in Q1 2019. 86 funds tracked by Wall St. Rank hold XMMO as of Q2 2019.

  • Ellevest Inc reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2019 after selling out during the quarter.
  • Ellevest Inc sold 2,272 Invesco S&P MidCap Momentum ETF shares in Q2 2019, an estimated $129K.
  • Ellevest Inc first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2018 and held it in 2 quarters.
  • Ellevest Inc's Invesco S&P MidCap Momentum ETF position peaked at $129K in Q1 2019.
  • 86 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2019.

Based on Ellevest Inc's 13F filing for Q2 2019, filed 20 Aug 2019.