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Fortis Advisors’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Fortis Advisors’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
2022
Q3 		– Sell
-11
Closed -$842 – 295
2022
Q2 		$1K Buy
+11
New +$879 ﹤0.01% 275

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Fortis Advisors's XMMO Position: Q3 2022 in Review

Fortis Advisors sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2022, closing a stake of 11 shares — an estimated $842 sold.

Fortis Advisors first reported a position in XMMO in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 144 funds tracked by Wall St. Rank hold XMMO as of Q3 2022.

  • Fortis Advisors reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Fortis Advisors sold 11 Invesco S&P MidCap Momentum ETF shares in Q3 2022, an estimated $842.
  • Fortis Advisors first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2022 and held it in 1 quarter.
  • Fortis Advisors's Invesco S&P MidCap Momentum ETF position peaked at $1K in Q2 2022.
  • 144 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.