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Financial Architects (New Jersey)’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-120
Closed -$7K – 1207
2019
Q2 		$7K Buy
120
+50
+71% +$2.9K ﹤0.01% 964
2019
Q1 		$4K Buy
+70
New +$3.68K ﹤0.01% 1268

Other funds holding XMMO

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Financial Architects (New Jersey)'s XMMO Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2019, closing a stake of 120 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in XMMO in Q1 2019 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 82 funds tracked by Wall St. Rank hold XMMO as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 120 Invesco S&P MidCap Momentum ETF shares in Q3 2019, an estimated $7K.
  • Financial Architects (New Jersey) first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Invesco S&P MidCap Momentum ETF position peaked at $7K in Q2 2019.
  • 82 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.