First Heartland Consultants’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

First Heartland Consultants’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	-58,650	Closed	-$2.31M	–	378
2022 Q2	$2.31M	Buy	58,650 +29,334	+100%	+$1.29M	0.36%	68
2022 Q1	$1.41M	Buy	+29,316	New	+$1.41M	0.22%	88

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

First Heartland Consultants's XMVM Position: Q3 2022 in Review

First Heartland Consultants sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2022, closing a stake of 58,650 shares — an estimated $2.31M sold.

First Heartland Consultants first reported a position in XMVM in Q1 2022 and held it in 2 quarters. The position peaked at $2.31M in Q2 2022. 56 funds tracked by Wall St. Rank hold XMVM as of Q3 2022.

First Heartland Consultants reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q3 2022 after selling out during the quarter.
First Heartland Consultants sold 58,650 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2022, an estimated $2.31M.
First Heartland Consultants first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q1 2022 and held it in 2 quarters.
First Heartland Consultants's Invesco S&P MidCap Value with Momentum ETF position peaked at $2.31M in Q2 2022.
56 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2022.

Based on First Heartland Consultants's 13F filing for Q3 2022, filed 20 Oct 2022.