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

Eudaimonia 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	-2,524	Closed	-$212K	–	1392
2021 Q1	$212K	Buy	2,524 +395	+19%	+$32.8K	0.04%	322
2020 Q4	$167K	Sell	2,129 -359	-14%	-$26K	0.04%	343
2020 Q3	$165K	Sell	2,488 -336	-12%	-$21.5K	0.04%	311
2020 Q2	$167K	Sell	2,824 -203	-7%	-$11.3K	0.06%	265
2020 Q1	$149K	Sell	3,027 -368	-11%	-$21.5K	0.07%	255
2019 Q4	$208K	Buy	+3,395	New	+$201K	0.08%	227

Other funds holding XMMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Eudaimonia Partners's XMMO Position: Q2 2021 in Review

Eudaimonia Partners sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2021, closing a stake of 2,524 shares — an estimated $212K sold.

Eudaimonia Partners first reported a position in XMMO in Q4 2019 and held it in 6 quarters. The position peaked at $212K in Q1 2021. 130 funds tracked by Wall St. Rank hold XMMO as of Q2 2021.

Eudaimonia Partners reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 2,524 Invesco S&P MidCap Momentum ETF shares in Q2 2021, an estimated $212K.
Eudaimonia Partners first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and held it in 6 quarters.
Eudaimonia Partners's Invesco S&P MidCap Momentum ETF position peaked at $212K in Q1 2021.
130 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.