Financial Partners Group (Kansas)’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Financial Partners Group (Kansas)’s Portfolio XMVM Stock Details XMVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,972	Closed	-$235K	–	158
2022 Q2	$235K	Hold	5,972	–	–	0.06%	126
2022 Q1	$288K	Hold	5,972	–	–	0.06%	132
2021 Q4	$279K	Hold	5,972	–	–	0.06%	138
2021 Q3	$267K	Buy	+5,972	New	+$272K	0.06%	139

Other funds holding XMVM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MTWM

Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Partners Group (Kansas)'s XMVM Position: Q3 2022 in Review

Financial Partners Group (Kansas) sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2022, closing a stake of 5,972 shares — an estimated $235K sold.

Financial Partners Group (Kansas) first reported a position in XMVM in Q3 2021 and held it in 4 quarters. The position peaked at $288K in Q1 2022. 56 funds tracked by Wall St. Rank hold XMVM as of Q3 2022.

Financial Partners Group (Kansas) reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q3 2022 after selling out during the quarter.
Financial Partners Group (Kansas) sold 5,972 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2022, an estimated $235K.
Financial Partners Group (Kansas) first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q3 2021 and held it in 4 quarters.
Financial Partners Group (Kansas)'s Invesco S&P MidCap Value with Momentum ETF position peaked at $288K in Q1 2022.
56 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2022.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2022, filed 14 Nov 2022.