First Heartland Consultants’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

First Heartland Consultants’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
2024 Q4	–	Sell	-5,966	Closed	-$718K	–	515
2024 Q3	$718K	Buy	5,966 +492	+9%	+$57.1K	0.08%	182
2024 Q2	$624	Buy	5,474 +2,814	+106%	+$318K	0.04%	227
2024 Q1	$306K	Buy	+2,660	New	+$270K	0.03%	333
2022 Q3	–	Sell	-4,810	Closed	-$342K	–	377
2022 Q2	$342K	Hold	4,810	–	–	0.05%	240
2022 Q1	$415K	Sell	4,810 -605	-11%	-$51.6K	0.06%	204
2021 Q4	$492	Sell	5,415 -2,130	-28%	-$193K	0.02%	201
2021 Q3	$635K	Sell	7,545 -30,330	-80%	-$2.6M	0.1%	168
2021 Q2	$3.24M	Sell	37,875 -129,739	-77%	-$10.9M	0.49%	53
2021 Q1	$14M	Sell	167,614 -76,156	-31%	-$6.33M	2.23%	4
2020 Q4	$19.1M	Buy	243,770 +15,054	+7%	+$1.09M	3.17%	5
2020 Q3	$15.1M	Buy	228,716 +39,458	+21%	+$2.53M	2.87%	4
2020 Q2	$11.2M	Buy	+189,258	New	+$10.5M	2.21%	9

Other funds holding XMMO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

First Heartland Consultants's XMMO Position: Q4 2024 in Review

First Heartland Consultants sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q4 2024, closing a stake of 5,966 shares — an estimated $718K sold.

First Heartland Consultants first reported a position in XMMO in Q2 2020 and held it in 12 quarters. The position peaked at $19.1M in Q4 2020. 371 funds tracked by Wall St. Rank hold XMMO as of Q4 2024.

First Heartland Consultants reported no remaining Invesco S&P MidCap Momentum ETF position as of Q4 2024 after selling out during the quarter.
First Heartland Consultants sold 5,966 Invesco S&P MidCap Momentum ETF shares in Q4 2024, an estimated $718K.
First Heartland Consultants first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2020 and held it in 12 quarters.
First Heartland Consultants's Invesco S&P MidCap Momentum ETF position peaked at $19.1M in Q4 2020.
371 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.