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Global Trust Asset Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Global Trust Asset 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
2019
Q2 		– Sell
-3,600
Closed -$204K – 454
2019
Q1 		$204K Buy
+3,600
New +$189K 0.15% 138

Other funds holding XMMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Global Trust Asset Management's XMMO Position: Q2 2019 in Review

Global Trust Asset Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2019, closing a stake of 3,600 shares — an estimated $204K sold.

Global Trust Asset Management first reported a position in XMMO in Q1 2019 and held it in 1 quarter. The position peaked at $204K in Q1 2019. 86 funds tracked by Wall St. Rank hold XMMO as of Q2 2019.

  • Global Trust Asset Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2019 after selling out during the quarter.
  • Global Trust Asset Management sold 3,600 Invesco S&P MidCap Momentum ETF shares in Q2 2019, an estimated $204K.
  • Global Trust Asset Management first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and held it in 1 quarter.
  • Global Trust Asset Management's Invesco S&P MidCap Momentum ETF position peaked at $204K in Q1 2019.
  • 86 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2019.

Based on Global Trust Asset Management's 13F filing for Q2 2019, filed 23 Jul 2019.