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

Equius 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
2022
Q4 		$232K Hold
3,085
– – 0.07% 19
2022
Q3 		$215K Buy
+3,085
New +$236K 0.08% 13

Other funds holding XMMO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Equius Partners's XMMO Position: Q4 2022 in Review

Equius Partners held its Invesco S&P MidCap Momentum ETF (XMMO) position steady in Q4 2022 at 3,085 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #19.

Equius Partners first reported a position in XMMO in Q3 2022 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold XMMO as of Q4 2022.

  • Equius Partners held 3,085 shares of Invesco S&P MidCap Momentum ETF worth $232K as of Q4 2022.
  • Equius Partners left its Invesco S&P MidCap Momentum ETF share count unchanged in Q4 2022.
  • Invesco S&P MidCap Momentum ETF made up 0.07% of Equius Partners's portfolio in Q4 2022, its #19 holding.
  • Equius Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2022 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.