First National Bank of South Miami’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

First National Bank of South Miami’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 Q1	–	Sell	-1,500	Closed	-$92K	–	292
2019 Q4	$92K	Hold	1,500	–	–	0.09%	146
2019 Q3	$87K	Hold	1,500	–	–	0.08%	151
2019 Q2	$89K	Buy	+1,500	New	+$86.9K	0.08%	151

Other funds holding XMMO

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

First National Bank of South Miami's XMMO Position: Q1 2020 in Review

First National Bank of South Miami sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2020, closing a stake of 1,500 shares — an estimated $92K sold.

First National Bank of South Miami first reported a position in XMMO in Q2 2019 and held it in 3 quarters. The position peaked at $92K in Q4 2019. 95 funds tracked by Wall St. Rank hold XMMO as of Q1 2020.

First National Bank of South Miami reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2020 after selling out during the quarter.
First National Bank of South Miami sold 1,500 Invesco S&P MidCap Momentum ETF shares in Q1 2020, an estimated $92K.
First National Bank of South Miami first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2019 and held it in 3 quarters.
First National Bank of South Miami's Invesco S&P MidCap Momentum ETF position peaked at $92K in Q4 2019.
95 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2020.

Based on First National Bank of South Miami's 13F filing for Q1 2020, filed 14 May 2020.