Fulcrum Equity Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Fulcrum Equity Management’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 Q3	–	Sell	-13,125	Closed	-$1.5M	–	159
2024 Q2	$1.5M	Buy	13,125 +964	+8%	+$109K	1.34%	11
2024 Q1	$1.4M	Buy	+12,161	New	+$1.23M	1.65%	12
2023 Q4	–	Sell	-7,137	Closed	-$575K	–	121
2023 Q3	$575K	Buy	+7,137	New	+$580K	0.67%	39

Other funds holding XMMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fulcrum Equity Management's XMMO Position: Q3 2024 in Review

Fulcrum Equity Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2024, closing a stake of 13,125 shares — an estimated $1.5M sold.

Fulcrum Equity Management first reported a position in XMMO in Q3 2023 and held it in 3 quarters. The position peaked at $1.5M in Q2 2024. 261 funds tracked by Wall St. Rank hold XMMO as of Q3 2024.

Fulcrum Equity Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2024 after selling out during the quarter.
Fulcrum Equity Management sold 13,125 Invesco S&P MidCap Momentum ETF shares in Q3 2024, an estimated $1.5M.
Fulcrum Equity Management first reported a position in Invesco S&P MidCap Momentum ETF in Q3 2023 and held it in 3 quarters.
Fulcrum Equity Management's Invesco S&P MidCap Momentum ETF position peaked at $1.5M in Q2 2024.
261 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2024.

Based on Fulcrum Equity Management's 13F filing for Q3 2024, filed 22 Nov 2024.