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Global Wealth Management Investment Advisory’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Global Wealth Management Investment Advisory’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
2023
Q3 		– Sell
-1
Closed -$80 – 506
2023
Q2 		$80 Buy
+1
New +$75 ﹤0.01% 473

Other funds holding XMMO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Global Wealth Management Investment Advisory's XMMO Position: Q3 2023 in Review

Global Wealth Management Investment Advisory sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q3 2023, closing a stake of 1 share — an estimated $80 sold.

Global Wealth Management Investment Advisory first reported a position in XMMO in Q2 2023 and held it in 1 quarter. The position peaked at $80 in Q2 2023. 156 funds tracked by Wall St. Rank hold XMMO as of Q3 2023.

  • Global Wealth Management Investment Advisory reported no remaining Invesco S&P MidCap Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1 Invesco S&P MidCap Momentum ETF share in Q3 2023, an estimated $80.
  • Global Wealth Management Investment Advisory first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Invesco S&P MidCap Momentum ETF position peaked at $80 in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q3 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2023, filed 6 Nov 2023.