First Allied Advisory Services’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

First Allied Advisory Services’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
2020 Q2	–	Sell	-26,993	Closed	-$1.32M	–	1199
2020 Q1	$1.32M	Buy	26,993 +4,408	+20%	+$257K	0.06%	332
2019 Q4	$1.38M	Buy	22,585 +11,430	+102%	+$678K	0.05%	384
2019 Q3	$652K	Buy	11,155 +3,665	+49%	+$215K	0.02%	602
2019 Q2	$441K	Buy	+7,490	New	+$434K	0.02%	727

Other funds holding XMMO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

First Allied Advisory Services's XMMO Position: Q2 2020 in Review

First Allied Advisory Services sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2020, closing a stake of 26,993 shares — an estimated $1.32M sold.

First Allied Advisory Services first reported a position in XMMO in Q2 2019 and held it in 4 quarters. The position peaked at $1.38M in Q4 2019. 93 funds tracked by Wall St. Rank hold XMMO as of Q2 2020.

First Allied Advisory Services reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2020 after selling out during the quarter.
First Allied Advisory Services sold 26,993 Invesco S&P MidCap Momentum ETF shares in Q2 2020, an estimated $1.32M.
First Allied Advisory Services first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2019 and held it in 4 quarters.
First Allied Advisory Services's Invesco S&P MidCap Momentum ETF position peaked at $1.38M in Q4 2019.
93 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2020.

Based on First Allied Advisory Services's 13F filing for Q2 2020, filed 13 Aug 2020.